Mitch Lyons Wealth (MLW) offers ongoing portfolio management services based on your individual goals, time horizon, and risk tolerance. MLW creates a plan to help select a portfolio that matches your specific situation. MLW may select model portfolios managed by third-party investment advisors. MLW generally limits its investment advice to mutual funds, fixed income securities, equities, private equity funds, ETFs, treasury inflation protected/inflation linked bonds and private placements.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $3.0M | 1.25% |
| $3M+ | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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