Lionheart Strategic Management, LLC

Fee-Only (% of Portfolio)Fixed/Hourly

Lionheart Strategic Management provides investment advisory and management services to commingled investment funds, separate accounts, and alternative investment programs. Lionheart focuses on credit and mezzanine capital investments in mortgages, junior notes, preferred equity, and other real estate-related debt. Lionheart is affiliated with Fisher Brothers, a real estate development firm, but operates independently. Lionheart does not provide investment advice to separate accounts, only administrative services.

Assets Under Management$370M
Clients8
AdvisorsN/A
Avg. per Client$46M
Avg. per AdvisorN/A

Fee Structure

Investment management only (planning not offered)

Lionheart provides investment management services to pooled investment vehicles and alternative investment programs. Fees are based on invested capital, not a percentage of assets under management. Therefore, no investment management fee schedule is available for individual investors.

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Lionheart Strategic Management, LLC | TrueAdvisor