James Lyter
James Lyter is a registered investment advisor at Wellington Adams Investment Advisory, LLC, based in York, PA, with 11 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 328 clients with $68M 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 $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $3.0M | 0.50% |
| $3M+ | 0.30% |
The annual fee may be negotiable. Accounts within the same household may be combined for a reduced fee. These fee breaks apply independently should the use of multiple third-party money managers who are on different platforms and handle their own billing directly be used for one client or household.
Fee Estimator
Location
3110 E Market Street, Suite C, York, PA, 17402
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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
James is the President of Lyter Group, Inc. and spends about half of his time on insurance sales, with about a quarter of his time during securities trading.
Employment History
Current Registrations
Wellington Adams Investment Advisory, LLC
Previous Registrations
Virtue Capital Management, LLC
Horter Investment Management, LLC
State Registrations1 state
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