Lion Street Advisors, LLC

Assets Under Management

$3.2B

Number of Clients

7,801

Number of Advisors

N/A

Average Client AUM

$407K

AUM per Advisor

N/A

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Lion Street Advisors provides discretionary portfolio management through its Paramount Program, offering clients access to IARs and third-party money managers. Fees encompass money management, advice, transaction costs, custody, and administrative costs. LSA also permits IARs to offer non-proprietary wrap fee programs of non-affiliated registered investment advisors.

Fee Structure

Financial Planning:Investment management only
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningHigh Net Worth
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Location

300 Colorado, Suite 2600, Austin, TX, 78701

0 Advisors at this firm

No advisors found for this firm.