Lyons Den Capital offers investment management services, creating tailored investment strategies and monitoring portfolios. Patrick Lyons, the owner, is also a licensed insurance producer and may offer insurance products when suitable. The firm manages client portfolios on a discretionary basis.
Assets Under Management$4.2M
Clients12
Advisors1
Avg. per Client$350K
Avg. per Advisor$4.2M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are subject to negotiation. The firm also offers incentive fees: 15% of account profits.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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