Julius Aebly
Julius Aebly is a registered investment advisor at Lytle Investments, based in Grand Island, NY, with 14 years of industry experience. Julius operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 214 clients with $67M 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 $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M+ | 0.55% |
Fees are negotiable for accounts over $7,500,000.
Fee Estimator
Location
101 Lang Boulevard, Grand Island, NY, 14072
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 →Other Business ActivitiesSells Insurance
Julius is heavily involved in insurance-related businesses, including owning Aebly and Associates Insurance Services, Inc., where he sells various insurance products and spends nearly full-time hours. He also owns commercial real estate, consults on insurance strategies, and handles administrative tasks for Lytle Investments and Lytle Associates.
Employment History
Current Registrations
Lytle Investments
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Chubb Securities CorporationBroker
Robert Todd Financial CORP.Broker
Vanderbilt Securities, INC.Broker
Vanderbilt Securities, INC.Broker
J. T. Moran & CO., INC.Broker
Sherwood Capital, INC.Broker
First Jersey Securities, INC.Broker
State Registrations1 state
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.