Lyle Himebaugh is a registered investment advisor at Granite Group Advisors, LLC, based in Stamford, CT, with 19 years of industry experience. Lyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 159 clients with $710M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.50% |
| $50.0M - $100.0M | 0.40% |
| $100M+ | 0.30% |
Fees may be higher (up to 1.25%) for clients that request personalized services that require additional and extraordinary services such as specialized investment advice regarding particular or private securities. Clients will be charged additional fees of 0.03% multiplied by the market value of their assets under management to access certain administrative and performance reporting tools.
Fee Estimator
Location
1 Landmark Square, Suite 426, Stamford, CT, 06901
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Granite Group Advisors, LLC
Previous Registrations
Granite Group Advisors, LLC
Credit Suisse First Boston
Donaldson Lufkin & Jenrette Securities Corporation
State Registrations5 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.