The information on this site is provided “AS IS” and without warranties of any kind either express or implied. To the fullest extent permissible pursuant to applicable laws, Lyon Park Advisors, LLC (referred to as "Lyon Park") disclaims all warranties, express or implied, including, but not limited to, implied warranties of merchantability, non-infringement and suitability for a particular purpose. Lyon Park does not warrant that the information will be free from error. None of the information provided on this website is intended as investment, tax, accounting or legal advice,  as an offer or solicitation of an offer to buy or sell, or as an endorsement of any company, security, fund, or other securities or non-securities offering. The information should not be relied upon for purposes of transacting securities or other investments. Your use of the information is at your sole risk. Under no circumstances shall Lyon Park be liable for any direct, indirect, special or consequential damages that result from the use of, or the inability to use, the materials in this site, even if Lyon Park or a Lyon Park authorized representative has been advised of the possibility of such damages. In no event shall Lyon Park Advisors, LLC have any liability to you for damages, losses and causes of action for accessing this site. Information on this website should not be considered a solicitation to buy, an offer to sell, or a recommendation of any security in any jurisdiction where such offer, solicitation, or recommendation would be unlawful or unauthorized.

                                                                                                                         © 2017 - 2019 by Lyon Park Advisors, LLC.

About Our Fees

Appropriate Investment Advice:  There's no such thing as a 'one-size-fits-all' investment.  Appropriate investments depend upon time horizon, risk tolerance, goals, needs and other factors.  

No Commission:  Lyon Park Advisors works solely in the interests of its clients and receives no outside commissions or fees.

Very Reasonable Rates:  We keep our costs low and use the latest financial technology to do the things that computers do best.  

No Asset Minimums:  Those who are starting out investing are in a position to benefit most from Lyon Park's cost-conscious, long-term strategies.   For this reason, we have a Starter Program with no asset minimums.  

Rates:

Stand-Alone Financial Plans:  Based on substantial inputs from our clients, Lyon Park prepares a detailed, personalized household financial plan to help a household reach its financial goals.  

 

Starter Program Household Financial Plan - $1000.  Designed especially to provide professional financial planning to starting investors.  

Basic Household Financial Plan - $2000.  Should be sufficient for most households with uncomplicated financial situations. 

Expanded Household Financial Plan - $2000 - $6000.  Designed for more complex financial situations.

Financial Planning Retainer:  Ongoing financial planning guidance and advice for clients that have already purchased a Stand-Alone Financial Plan.  The cost of the Stand-Alone Financial Plan, up to a maximum of $2000 ($1000 for Starter Program clients) is credited to the first year's fees.  No asset minimum, minimum annual fee $1800.

Asset Advisory/Management Service:  Includes portfolio monitoring and transaction recommendations for a household's investment portfolio for clients that subscribe to the Financial Planning Service.  Includes asset management for agreed accounts.  Requires Financial Planning Retainer.  No asset minimum.

 

                                                                           *no asset minimum - minimum annual fee $1800

Financial Coaching Service:  Ongoing financial planning guidance and advice for clients that do not purchase a Stand-Alone Financial Plan.  Monthly presentation and discussion of agreed-upon topics.  $150/month.