Lyon Bern, based in San Juan, Puerto Rico, offers investment management and financial planning. Their services include virtual investment management, wealth and asset management, held away account management, and comprehensive financial planning. They manage investments using blended model portfolios with risk management strategies. Lyon Bern may have authority to make trades without asking first for Wealth & Asset Management clients.
Fee Structure
Lyon Bern offers investment management through their Wealth & Asset Management service. The fee is a percentage of the value of your portfolio. The specific percentage is not listed in the brochure. They also offer a Held Away Account Management service for retirement accounts, charging 1% of the account balance per year.