Lionsight Capital, LLC offers personalized investment advice and financial planning services. They work with clients to determine their investment objectives and risk tolerance, then develop a tailored strategy. Services include discretionary and non-discretionary portfolio management, and financial planning covering various aspects of financial management. Clients are not obligated to act on Lionsight Capital's recommendations.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1000K | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fee schedule is for Equity or Balanced portfolios. Fixed Income ONLY portfolios have a different fee schedule: Up to $499,999: 0.80%, $500,000 - $999,999: 0.65%, $1,000,000 - $2,999,999: 0.55%, $3,000,000 and above: 0.45%. Fees are negotiable depending on individual client circumstances. Account values of family members may be combined to determine the applicable advisory fee.