Elijah Lyons is a CFP-designated registered investment advisor at Lookahead Wealth LLC, based in West Linn, OR, with 2 years of industry experience. Elijah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Investment Management, Retirement Planning. Their firm serves 199 clients with $45M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3M+ | 0.60% |
Fees are negotiable. For clients of Titus Financial, the maximum fee charged is 1.45%.
Fee Estimator
Location
1980 Willamette Falls Drive, Suite 260, West Linn, OR, 97068
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Lookahead Wealth LLC
Previous Registrations
Southern Capital Advisors, LLC
State Registrations2 states
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