Lyons Capital Group (LCG) offers personalized financial planning and investment advice. LCG provides investment management services on a non-discretionary basis, potentially recommending external managers. LCG creates financial plans covering retirement, education, estate, cash flow, tax, and insurance needs. Clients are not obligated to implement LCG's recommendations.
Assets Under Management$170M
Clients287
Advisors2
Avg. per Client$580K
Avg. per Advisor$83M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
The percentage for the highest range of Managed Asset value achieved applies to all Managed Assets, not just Managed Assets within that range. Fees negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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