Austin Jack is a registered investment advisor at Lyons Wealth Management, based in Winter Park, FL, with 1 years of industry experience. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 112 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees vary by strategy and custodian, ranging from 1.25% to 1.99% annually. Some algorithmic strategies include performance fees up to 30% of capital gains.
Fee Estimator
Location
280 W. Canton Ave Ste 430, Winter Park, FL, 32789
Get directionsHistory
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
Lyons Wealth Management
Previous Registrations
Lyons Wealth Management
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Ryan Evans, CFPKestra Advisory Services, LLC
- Lauren Wright, CFPAmeriprise Financial Services, LLC
- Joel Garris, CFPNelson Advisory Services, INC.
- Samuel Glickman, CFPUBS Financial Services INC.
- Michael Armstrong, CFPOnepoint Bfg Wealth Partners
- James Ferrell, CFPBeacon Pointe Advisors, LLC