Lyon Wealth Advisors Group provides investment management and financial planning services to high net worth individuals, corporations, retirement plans, and other entities. Lyon Wealth Advisors Group develops an Investment Policy Statement with each client to outline their financial circumstances, goals, and risk tolerance. Lyon Wealth Advisors Group also engages a sub-advisor, Savant Wealth Management Group, to manage client assets.
Assets Under Management$310M
Clients225
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$250K
Planning is included in investment management
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+ | 0.40% |
Accounts of $10 million or more may be eligible for additional fee breakpoints in the Adviser’s discretion.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...