Gregory Lyle is a registered investment advisor at Gregory Lyle & CO., based in Sun Valley, ID, with 36 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 60 clients with $200M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
The standard quarterly fee is one-tenth of 1% of assets under management, which annualizes to 0.4%. Fees are negotiable.
Fee Estimator
Location
Sun Valley, ID
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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 Activities
Gregory is an attorney since 1977, a general partner in a tax preparation service since 2008, and president of a real property lessor since 2003. These activities take a few hours per week each.
Employment History
Current Registrations
Gregory Lyle & CO.
State Registrations1 state
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