LionShare, operating under Regal Investment Advisors, provides investment management services to financial advisors who then work with individual clients. LionShare uses various investment strategies and model portfolios, both developed internally and by third parties. Financial advisors are responsible for understanding their clients' financial situations and selecting appropriate strategies. Clients do not have direct contact with LionShare and should direct all questions to their financial advisor.
Fee Structure
LionShare charges an investment management fee that typically ranges from 0.30% to 1.00% per year, depending on the value of your account and the strategies used by your financial advisor. This fee is deducted directly from your account quarterly, in advance. The total advisory fee you pay includes LionShare's fee plus the fees charged by your financial advisor. Fees and payment arrangements are negotiable and vary on a case-by-case basis when LionShare is used by a primary financial advisor.