Lyell Wealth Management provides investment advice and management to individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Lyell will provide financial planning services which incorporates the Client's other assets, including balance sheet, cash flow, tax and insurance analysis. The Firm will advise on Client's assets not managed by the Firm, as well as potential investment situations presented by the Client for the Firm’s review.
Assets Under Management$1.3B
Clients295
AdvisorsN/A
Avg. per Client$4.5M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.25% |
Fees are negotiable and may vary among clients.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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