Patrick Lyte is a registered investment advisor at The Financial Network Group, based in Milton, MA, with 18 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 10 clients with $5.5M 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 $50K | Included |
| $50K+ | 1.00% |
For clients with under $50,000 in assets, there is a minimum annual fee of $500. Fees may be waived or discounted at the firm's discretion.
Fee Estimator
Location
Milton, MA
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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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Patrick is the president and owner of PRL Associates, which provides accounting, tax services, and business consulting. Patrick spends about half his time on this business.
Employment History
Current Registrations
The Financial Network Group
Previous Registrations
The Financial Network Group, 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.