How does the advisor help clients – Key Takeaways:
LYONS ASSET MANAGEMENT is a financial services firm that specializes in providing expert wealth management and financial planning services to clients. The firm prides itself on its team of experienced and knowledgeable advisors who work diligently to help clients reach their financial goals.
Facts and Insights
With over 20 years of experience in the financial industry, LYONS ASSET MANAGEMENT has built a strong reputation for providing sound financial advice and personalized services to its clients. The firm takes a holistic approach to managing client portfolios, considering factors such as risk tolerance, financial goals, and market conditions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | 15 | 20 years |
Financial Services Offered
The team at LYONS ASSET MANAGEMENT offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Education planning
- Insurance services
Client Types
LYONS ASSET MANAGEMENT works with a diverse range of clients, including high-net-worth individuals, families, and small businesses. The firm’s advisors have the expertise and resources to meet the unique needs of each client, regardless of their financial situation or goals.
Fees & Compensation
As a fee-only advisor, LYONS ASSET MANAGEMENT charges a percentage of assets under management as its fee. This fee structure ensures that the firm’s interests are aligned with those of its clients, as the more a client’s portfolio grows, the more the firm earns. The firm also offers clients the option of hourly or flat-fee financial planning services.
Background
LYONS ASSET MANAGEMENT was founded by John Lyons, a Certified Financial Planner (CFP) with over 30 years of experience in the financial industry. The firm is headquartered in New York City and has a team of 15 advisors with diverse backgrounds and areas of expertise.
Financial Advisor Disclosures to Know
As a registered investment advisor, LYONS ASSET MANAGEMENT is legally bound to disclose any potential conflicts of interest to clients. The firm and its advisors have a fiduciary duty to act in the best interests of their clients at all times. This means that they must put their clients’ needs and goals ahead of their own interests.