Lion Capital Advisors (LionCap) offers investment advice on a discretionary and non-discretionary basis. LionCap works with individuals, high-net-worth individuals, families, retirement plans, corporations, trusts, foundations, and business entities. LionCap offers separately managed accounts using conservative, balanced, or growth strategies. LionCap may also provide consulting, financial planning, reporting, and special projects.
Assets Under Management$140M
Clients34
Advisors1
Avg. per Client$4M
Avg. per Advisor$140M
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.5M | 1.50% |
| $2.5M - $5.0M | 1.25% |
| $5.0M - $10.0M | 1.00% |
| $10.0M - $20.0M | 0.85% |
| $20.0M - $50.0M | 0.75% |
| $50M+ | 0.75% |
Fees are negotiable for accounts over $50M.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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