Lion Street Advisors, LLC
Assets Under Management
$3.2B
Number of Clients
7,801
Number of Advisors
N/A
Average Client AUM
$407K
AUM per Advisor
N/A
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lion Street Advisors provides discretionary portfolio management and access to multiple money managers through the Lion Street Advisors Paramount Program. They also offer directly managed accounts and non-proprietary wrap fee programs. IARs develop investment strategies based on client objectives and risk tolerance.
Fee Structure
Clients pay a quarterly fee in advance, based on the value of their account. Fees are negotiable and vary based on factors like the investment manager selected, account type, size, and services provided. Clients paying fees of 2.0% or greater should consider that such fee is in excess of that normally charged in the industry and that similar advisory services can be obtained for less. LSA does not have a minimum account size, however, each money manager or outside wrap fee program may impose account minimums.
Areas of Practice
Location
300 Colorado, Suite 2600, Austin, TX, 78701