Lee Mann
Advisor at Lyon Wealth Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lyon Wealth Advisors
Location
Charlotte, NC 28217
Credentials
CFP®, Series 63
Industry experience
12 years
About
Lee Mann is a CFP® and holds a Series 63 license with 12 years of industry experience. He has worked at Lyon Wealth Advisors Group, LLC since 2024 and previously spent 10 years with The Vanguard Group, Inc. in Charlotte, NC. Lyon Wealth Advisors Group provides discretionary portfolio management and integrated financial planning primarily to high net worth individuals, corporations, and retirement plans. The firm employs customized strategies based on Modern Portfolio Theory, using low-cost mutual funds and ETFs, and is affiliated with a tax and business advisory practice and an events and publishing entity focused on dentists and other specialists.
Expertise
Based on Lyon Wealth Advisors
Retirement plans for business owners (SEP, solo 401k)
Wealth management
General retirement planning
Fee options
$0 - $2 million: 1.00% $2 million - $5 million: 0.75% $5 million - $10 million: 0.50% $10 million+: 0.40%
Account minimum: $250,000 Fee-only: Advisory fees based on assets under management; no commissions or performance fees charged.
Location
8816 Red Oak Blvd., Suite 140
Charlotte, NC 28217
Most active in
Lee M has reported serving >5 clients in these states in the last 12 months.
North Carolina
Work history
Lyon Wealth Advisors Group, LLC
2024 - Present (2 years)
The VANGUARD GROUP, INC.
2014 - 2024 (10 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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