LYON CAPITAL STRATEGIES is a leading financial services firm that provides expert guidance and advice to clients on a wide range of financial matters. With decades of experience in the industry, the team at LYON CAPITAL STRATEGIES offers unparalleled expertise and knowledge to help clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
Facts and Insights
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1 billion | 20+ | 30 years |
Note: The above numbers are publicly available and are subject to change.
Financial Services Offered
LYON CAPITAL STRATEGIES offers a comprehensive range of financial services to their clients. These services include investment management, retirement planning, tax planning, estate planning, and risk management. The team at LYON CAPITAL STRATEGIES takes a holistic approach to financial planning and strives to customize their services to meet the unique needs and goals of each client.
Client Types
LYON CAPITAL STRATEGIES caters to a diverse range of clients, including individuals, families, and businesses. Their clients come from all walks of life and have varying levels of financial knowledge and experience. The team at LYON CAPITAL STRATEGIES prides themselves on their ability to work with clients from all backgrounds and provide them with tailored financial solutions that align with their specific needs and goals.
Fees & Compensation
LYON CAPITAL STRATEGIES operates on a fee-only compensation structure, which means they do not receive commissions or other forms of compensation from product sales. This allows the team to remain completely independent and provide unbiased advice to their clients. The fees charged by LYON CAPITAL STRATEGIES are based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Background
LYON CAPITAL STRATEGIES was founded in 1990 by John Lyon, a highly experienced and respected financial advisor. Since its inception, the firm has grown to become one of the most trusted names in the industry, known for their commitment to providing exceptional financial guidance and advice. The team at LYON CAPITAL STRATEGIES continues to uphold these high standards and remains dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
It is important for clients to be aware of any potential conflicts of interest or disclosures from their financial advisors. While LYON CAPITAL STRATEGIES has a clean record with regulatory bodies, clients should be aware that in the past, some clients have filed complaints against certain advisors at the firm. However, these complaints were found to be without merit and were dismissed after thorough investigations. Nevertheless, LYON CAPITAL STRATEGIES is committed to transparency and always fully discloses any relevant information to their clients.
In conclusion, LYON CAPITAL STRATEGIES is a highly reputable and trusted financial services firm that provides top-quality guidance and advice to clients. With a team of experienced professionals and a commitment to putting their clients’ interests first, LYON CAPITAL STRATEGIES is well-equipped to help individuals and businesses achieve their financial goals.