Financial Advisor

IV Lions is a low cost financial advisor based in the Bay Area with clients across the U.S. Our mission statement is to offer clients conflict free, affordable, personalized financial advice which combines the power of low cost, tax efficient, index investing with the risk management and diversification benefits of alternative investment strategies.

Our current fee schedule can be found here >>. Our highest fee is 0.75% of assets under advisement subject to a $500 annual minimum, dropping to 0.50% and then 0.25%. We have no assets under advisement minimum (visit our FAQ >>).

Families and Individuals

Our conflict free, low fee private client service is designed to deliver sophisticated, objective investment advice to help our clients meet their financial goals. These goals include saving for retirement, minimizing taxes and protecting and building net worth. Learn more >>

Retirement Plan Solutions

We work with businesses and business owners to construct retirement plans that maximize deferrals and help to retain key employees. The plan solutions are tailored to the unique requirements of each client and the costs involved are significantly offset by the benefits to both the employer and employee. Learn more >>

Nonprofit Organizations

Smaller foundations often look very different from their larger cousins. Whilst there are some valid explanations for this, there is no reason why these organizations should not be aspiring to the same principles of investing and return targets. We will work with smaller foundations to deliver a cutting-edge investment program. Learn more >>