Dana Lyon is a registered investment advisor at Capital Wise Advisory, based in Wesley Chapel, FL, with 30 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 7 clients with $2.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.20% |
| $500K - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.85% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable for accounts over $10,000,001. At no point will the total advisory fee charged to the Client exceed 2% of assets under management.
Fee Estimator
Location
28210 Paseo Drive Suite 190-226, Wesley Chapel, FL, 33543
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Capital Wise Advisory
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Private Wealth Counsel, LLC
Amerivest Investment Management, LLC
TD Ameritrade, INC.
TD Ameritrade, INC.Broker
Suntrust Investment Services, INC.
Suntrust Investment Services, INC.Broker
Investlinc Securities, LLCBroker
Investlinc Wealth Management Group, LLC
Associated Planners Investment Advisory INC
Associated Securities CORP.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
Ids Life Insurance CompanyBroker
American Express Financial Advisors INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.