Lyon Capital Management offers portfolio management services tailored to each client's needs, including risk tolerance, time horizon, and cash flow needs. The firm manages investments on a discretionary basis, selecting investments deemed appropriate for the client's situation. While they incorporate some financial planning aspects, they do not prepare full financial plans, but will prepare a high-level summary report upon request for existing clients.
Assets Under Management$95M
Clients92
Advisors2
Avg. per Client$1M
Avg. per Advisor$47M
Fee Structure
Minimum Investment:$500K
Planning is included in investment management
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Investment management fees are negotiable. The Firm charges a reduced fee (.5% of assets) for investment supervisory services that do not include active management of a portfolio’s assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...