How does the advisor help clients – Key Takeaways:
LYON BERN, LLC is a financial advisory firm that offers a range of services to help clients with their financial goals. Some key takeaways of how the advisor helps clients are:
- Provides expert financial advice
- Offers personalized investment strategies
- Assists with retirement planning
- Helps with tax planning and optimization
- Offers estate planning services
Facts and Insights
LYON BERN, LLC has been in the financial industry for over 20 years. The firm has a team of experienced and knowledgeable advisors who are dedicated to helping clients achieve their financial goals. Some insights about the firm include:
- Offers innovative financial solutions
- Utilizes latest technologies to provide efficient services
- Customizes strategies based on client’s risk tolerance and financial situation
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
The firm offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Tax planning and optimization
- Estate planning
Client Types
LYON BERN, LLC caters to a diverse set of clients, including:
- High net worth individuals
- Small business owners
- Families
- Retirees
Fees & Compensation
The fees and compensation charged by LYON BERN, LLC are dependent on the services provided and the complexity of the client’s financial situation. Some common fee structures include:
- Asset-based fees
- Hourly rates
- Flat fees
Background
The firm was founded in 1998 by financial expert Lyon Bern. With over 30 years of experience in the financial industry, Bern saw a need for a comprehensive and client-focused approach to financial planning. Since then, LYON BERN, LLC has helped numerous clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As with any financial advisor, it is important for clients to be aware of any potential conflicts of interest or disciplinary history. Here are some key disclosures to know about LYON BERN, LLC:
- No disciplinary actions have been taken against the firm or its advisors
- The firm does not have any affiliation with any other financial institution
- The firm does not engage in any revenue-sharing arrangements
- The firm has a fiduciary duty to act in the best interest of its clients