Lyons Asset Management fees and pricing

Financial planner in Stonington, Connecticut. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated September 18, 2023, Lyons Asset Management charges $250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed September 18, 2023. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $250/hr; “First $250,000 Next $250,000 2% ` 1.5% Next $500,000 1.25% Amounts above $1,000,000 1% LAM also provides consultation services separate from investment management at an hourly rate of $250.”

Payment and refund terms, quoted from the fee section of the brochure.

“Fees are non3 negotiable, but LAM reserves the right to waive fees when appropriate.”
“Consultation fees are billed at the hourly rate of $250 and due upon receipt of invoice.”

Its hourly rate of $250 is below the Connecticut median of $300. 25% of the 103 other Connecticut planners that publish an hourly rate charge less.

Solo practice: one person runs the firm, so you work directly with the planner.
Registered as an adviser: 1996 (30 years).

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Clients: 40
Employees: 1
Works with: Individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $11,100,000
Registered with: State securities regulators
Disciplinary disclosures: None reported
SEC CRD number: 128509
Website: lyonsasset.com (opens in new tab)
Phone: (860) 572-8529

Can advise clients in 2 states: Connecticut, Georgia

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.