Austin Jack is a registered investment advisor at Lyons Wealth Management, based in Winter Park, FL. Austin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 257 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lyons Wealth Management charges an annual investment management fee based on a percentage of the value of your portfolio. The fee varies depending on the investment strategy and where your account is held (Charles Schwab, Interactive Brokers, Morgan Stanley Smith Barney, or other networks). The fee is taken from your account each quarter. The fee is calculated on the total assets in your account minus any option balance and includes balances for securities holdings purchased on margin. Some accounts at Interactive Brokers may be billed in arrears. LWM may waive or negotiate lower fees for certain clients.
Location
280 W. Canton Ave Ste 430, Winter Park, FL, 32789
Get directionsHistory
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
Lyons Wealth Management
Previous Registrations
Lyons Wealth Management
State Registrations1 state
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.