Michael Lytle is a CFA-designated registered investment advisor at Trust Advisory Group LTD, based in Birmingham, AL, with 24 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 1,119 clients with $490M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
The fee for investment management services is negotiated between you and your financial advisor, with a maximum of 2.00% of the value of your investments annually (1.50% for annuity allocations). There is a minimum annual fee of $200, or $300 for Unified Managed Accounts. Fees are typically calculated quarterly or monthly in advance, but can be calculated in arrears. If you terminate the agreement early, you'll receive a prorated refund of any fees paid in advance. The American Funds F2 Direct-at-Fund Platform has a fixed fee of 0.75% of all assets.
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.
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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
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