Michael Lytle is a CFA-designated registered investment advisor at Trust Advisory Group LTD, based in Birmingham, AL, with 25 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Annuities, Charitable Giving, Education Planning, Estate Planning, and 5 more. Their firm serves 564 clients with $310M 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 | 2.00% |
Maximum annualized management fee is 2.00% (1.50% for annuity allocations). Exact fees are negotiated between the client and financial advisor, subject to a minimum annual fee of 0.10% or $200 (whichever is greater), or $300 for unified managed accounts.
Fee Estimator
Location
2 Perimeter Park South, Suite 500 West, Birmingham, AL, 35243
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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
Michael is a board member for Birmingham Bandits Lacrosse, an advisor for Dawson Baptist Church, and an investment committee member for the Baptist Foundation of Alabama. He also serves as President, Board Member, and Volunteer Coach for Vestavia Lacrosse Organization, dedicating a few hours per week.
Employment History
Current Registrations
Trust Advisory Group LTD
Stonex Advisors INC.
Stonex Securities INC.Broker
Previous Registrations
Alps Distributors, INC.Broker
Highland Associates INC
Amsouth Asset Management, INC.
Amsouth Investment Management Company LLC
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.
Exams
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