Simonae Lyles
Simonae Lyles is a registered investment advisor at Storehouse Investments LLC, based in New Castle, PA, with 16 years of industry experience. Simonae operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 174 clients with $35M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Annual fee may be negotiable. For variable and fixed indexed annuity and variable life management, the fees will not exceed an annual fee of 1.0% of the assets managed.
Fee Estimator
Location
3021 Wilmington Rd, New Castle, PA, 16105
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
Simonae is involved in several outside business activities, including being a board member for YMCA and Lawrence Community Foundation, a part-time instructor at Slippery Rock University, and the owner of Storehouse Education LLC. She also works as an insurance agent and tax preparer, dedicating minimal time to insurance sales and a few hours per week to tax preparation.
Employment History
Current Registrations
Storehouse Investments LLC
Previous Registrations
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
Sterne Agee Investment Advisor Services, INC.
Wrp Investments, INC.Broker
Cambridge Investment Research, INC.Broker
Cambridge Investment Research Advisors, INC.
Metlife Securities INC.
Metlife Securities INC.Broker
The Huntington Investment Company
The Huntington Investment CompanyBroker
State Registrations2 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.