Charles Lyall
Charles Lyall is a registered investment advisor at Horace Mann Investors, INC., based in North Wilkesboro, NC, with 26 years of industry experience. Charles is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Investment Management, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.60% |
| $250K - $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $5.0M | 1.20% |
| $5M+ | 1.10% |
Fees vary by specific model program selected. Rates shown represent the maximum fees across programs such as BNY AdvisorFlex and BNY Managed360.
Fee Estimator
Location
723 Main Street, Suite A, North Wilkesboro, NC, 28659
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
Charles is a multiline insurance agent affiliated with Horace Mann Service Corp., offering various insurance products. He also serves as a deacon and secretary at Wilkesboro Baptist Church, dedicating a few hours per week to church business.
Employment History
Current Registrations
Horace Mann Investors, INC.
Horace Mann Investors, INC.Broker
Previous Registrations
F.N. Wolf & CO., INC.Broker
State Registrations4 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.
Exams
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