Lyell Wealth Management Lp

Lyell Wealth Management LP is a registered investment adviser established in March 2016, located in Menlo Park, CA. The firm specializes in providing investment advisory and management services to individuals, high net worth individuals, pension and profit-sharing plans, and charitable organizations. Client relationships are governed by a written Investment Management Agreement. Lyell offers financial planning services, advises on assets not managed by the firm, and may introduce clients to other investment firms. The firm manages over $1.3 billion in assets on a discretionary basis. For fees, clients pay a quarterly asset-based management fee ranging from 1.0% to 0.25% based on assets under management. Third-party fees such as trading expenses are borne by clients. Lyell does not charge performance-based fees and does not participate in wrap fee programs. The firm's investment strategies include investing in equity and fixed-income securities, among others. Risks associated with investments include general investment risks, small and mid-cap risks, investments in distressed securities, and high-yield securities. Lyell does not have any disciplinary history and does not receive economic benefits for client referrals. The firm has procedures in place for proxy voting on behalf of clients and does not take custody of client assets. Clients receive quarterly reports and have the option to receive communications electronically. Lyell operates with full investment discretion and has not been subject to bankruptcy petitions in the last ten years.