Lyons Wealth Management
Assets Under Management
$127.0M
Number of Clients
257
Number of Advisors
4
Average Client AUM
$494K
AUM per Advisor
$31.8M
Compensation
Fee-Only (AUM)
About This Firm
LWM offers customized investment management services, evaluating clients' financial situations and determining suitable strategies. They create and manage portfolios using options strategies to enhance return and mitigate risk. LWM also serves as a sub-advisor to mutual funds and other registered investment advisors.
Fee Structure
LWM charges an annual investment management fee based on a percentage of assets under management, varying by account size and custodian. Fees are debited quarterly. The fee is calculated on total assets minus any option balance and includes balances for securities holdings purchased on margin. Fees may be waived or negotiated lower for certain clients. Minimum investment amounts apply to certain portfolios.
Areas of Practice
Location
280 W. Canton Ave Ste 430, Winter Park, FL, 32789