J. Lyons Fund Management, INC.

Fee-Only (% of Portfolio)

J Lyons Fund Management, Inc. is a registered investment advisor offering investment management services. The firm manages client portfolios using mutual funds, exchange traded funds (ETFs), and individual stocks, guided by a proprietary market timing model and technical analysis. JLFMI also offers a service where they partner with Potomac Advisors, Inc. to offer new management for their account(s). Additionally, JLFMI provides market commentary for 401(k) plans, IRA plans or to any portfolio whose investment options are restricted to a fixed list of mutual funds through My401kPro.com. The Lyons Share is a subscription blog containing a market analysis of the broad range of world markets.

Assets Under Management$5.1M
Clients20
Advisors2
Avg. per Client$260K
Avg. per Advisor$2.6M

Fee Structure

Minimum Investment:$50K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%
Fee Estimator
Your Portfolio Value
$500K
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Location

2 Advisors at this firm

J. Lyons Fund Management, INC. | TrueAdvisor