Lyons Asset Management (LAM) offers investment advice and consultation services, including managing investment portfolios, reviewing existing portfolios, and providing guidance on retirement plans. LAM also provides investment management and advice regarding socially responsible investing. Client portfolios are tailored to individual needs, risk tolerance, and goals. As of May 31, 2019, LAM managed approximately $7 million.
Assets Under Management$11M
Clients40
Advisors2
Avg. per Client$280K
Avg. per Advisor$5.6M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.00% |
| $250K - $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are non-negotiable, but Lyons Asset Management reserves the right to waive fees when appropriate.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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