Lyon Capital Strategies provides investment advice to individuals, participants in employer-sponsored retirement plans, business organizations, and trusts. Services include risk profile assessment, asset allocation, and security selection. Lyon Capital Strategies also provides financial planning services for individuals. The firm's advice is limited to marketable securities such as stocks, bonds, mutual funds, exchange-traded funds, and option contracts. Advice is tailored to individual clients’ risk tolerance.
Assets Under Management$6.9M
Clients69
Advisors1
Avg. per Client$99K
Avg. per Advisor$6.9M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $200K | 0.75% |
| $200K - $500K | 0.38% |
| $500K+ | 0.25% |
All fees are subject to negotiation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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