Lyons Investment Management offers investment advice tailored to clients' needs and objectives. They manage investment portfolios on a discretionary basis, investing in various strategies based on risk tolerance. They primarily invest in domestic and foreign stocks, money market funds, and exchange-traded funds. Lyons Investment Management also offers discretionary portfolio management services to employee benefit plans.
Assets Under Management$64M
Clients36
Advisors1
Avg. per Client$1.8M
Avg. per Advisor$64M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fee rates are negotiable, and generally based on the size of the existing or potential customer relationship.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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