Lyons Wealth Management manages investment portfolios and provides personalized investment strategies for high-net-worth individuals, families, trusts, and businesses. Founded in 2009 and based in Winter Park, Florida, the firm focuses on active portfolio management, tactical asset allocation, options strategies, and specialized investment platforms. Lyons Wealth Management works closely with clients to evaluate their financial situations, determine suitable risk profiles, and construct customized portfolios using stocks, bonds, options, mutual funds, and exchange-traded funds. The firm also serves as a sub-advisor for mutual funds and other financial products. Key leadership includes Alexander Read, Austin Jack, and Alan Jardeleza, who bring extensive experience in portfolio management, research, and financial markets.
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.