Lytle Rather
Lytle Rather is a CFP-designated registered investment advisor at Rather & Kittrell, INC., based in Knoxville, TN, with 37 years of industry experience. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,133 clients with $1.9B 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 | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $10.0M | 0.50% |
| $10.0M - $25.0M | 0.25% |
| $25M+ | 0.25% |
Fees negotiable for amounts over $25,000,000. RKI may adjust a client's fee related to cash holdings in a portfolio.
Fee Estimator
Location
11905 Kingston Pike, Knoxville, TN, 37934
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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
Lytle is an insurance agent since 1988 and owner/president of multiple real estate LLCs. He also serves on the board of directors for the Historic Tennessee Theatre Foundation and Virtue Cemetery Board, and owns Tennessee Pension Administrators and RK Holdings, Inc.
Employment History
Current Registrations
Rather & Kittrell, INC.
Previous Registrations
Securities Service Network, LLCBroker
Landoak Securities, LLCBroker
Equity Services, INC.Broker
Capital Analysts, IncorporatedBroker
State Registrations2 states
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