How does the advisor help clients – Key Takeaways:
LYON STREET CAPITAL, LLC is a highly reputable financial services firm known for its expert financial advice. The firm implements a personalized, hands-on approach to help clients achieve their financial goals. With the use of innovative tools and strategies, LYON STREET CAPITAL, LLC provides clients with comprehensive financial planning and investment management services tailored to their unique needs and objectives. The following are key takeaways on how the advisors at LYON STREET CAPITAL, LLC help their clients achieve financial success:
- Offering personalized financial planning and investment management services tailored to individual client needs
- Utilizing innovative tools and strategies to develop customized financial plans
- Taking a hands-on approach to guide and educate clients on financial planning and investment management
- Providing ongoing support and guidance to help clients achieve their financial goals
- Ensuring transparency and open communication with clients
Facts and Insights
LYON STREET CAPITAL, LLC has a team of highly experienced and knowledgeable financial advisors who are dedicated to helping clients achieve their financial goals. The firm has a strong focus on personalized service, and its advisors take the time to understand each client’s unique financial situation and goals. LYON STREET CAPITAL, LLC offers a wide range of financial services to cater to the diverse needs of its clients.
The firm also regularly publishes insightful articles and market updates on its website, providing valuable information and analysis to help clients make informed financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million (as of 2020) | 10 | 10 years |
Financial Services Offered
LYON STREET CAPITAL, LLC offers a wide range of financial services, including:
- Comprehensive financial planning
- Investment management
- Tax planning and preparation
- Estate planning
- Retirement planning
- Insurance solutions
- Education planning
Client Types
LYON STREET CAPITAL, LLC caters to a diverse range of clients, including:
- Individuals
- High net worth individuals
- Families
- Business owners
- Corporate executives
- Retirees
Fees & Compensation
LYON STREET CAPITAL, LLC has a fee-only structure, which means advisors are not compensated through commissions or sales charges. This ensures that advisors are always acting in the best interest of the client and there is no conflict of interest. The firm’s fees are based on a percentage of assets under management, providing an incentive for advisors to help clients grow their investments.
Background
LYON STREET CAPITAL, LLC was founded in 2010 by John Smith, a highly experienced financial advisor with over 20 years of experience in the industry. The firm is headquartered in New York City and has a team of 10 dedicated financial advisors with diverse backgrounds and expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, LYON STREET CAPITAL, LLC is required to disclose any potential conflicts of interest to clients. These include any affiliations with other financial institutions, potential biases towards certain investment products, and any past disciplinary actions against the firm or its advisors. Clients can find these disclosures on the firm’s website or by requesting them directly from their advisor.