LyonRoss Capital Management provides investment advice to high-net-worth individuals, entities, funds, and investment advisors. They offer both non-discretionary and discretionary services. Non-discretionary services involve recommending investments in separately managed accounts or funds managed by third-party managers. Discretionary services allow LyonRoss to make investment decisions within client-set guidelines, including trading stocks, ETFs, options, and futures.
Fee Structure
LyonRoss Capital Management charges a quarterly consulting fee based on the value of the investments they recommend or manage. The fee ranges from 0.0875% to 0.25% per quarter (0.35% to 1% annually). Some clients may also pay a performance-based fee if certain investment goals are met.