Robert Lyles
Robert Lyles is a registered investment advisor at Storehouse Investments LLC, based in New Castle, PA, with 15 years of industry experience. Robert 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
Robert is a school director, secretary for the City of New Castle, board member for the Lawrence County Regional Chamber of Commerce and Citywide Development Corporation, and a teacher. Robert also works as an insurance agent and spends nearly full-time teaching.
Employment History
Current Registrations
Storehouse Investments LLC
Previous Registrations
SA Stone Investment Advisors INC.
SA Stone Wealth Management INC.Broker
PNC InvestmentsBroker
PNC Investments
Fidelity Brokerage Services LLCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Metlife Securities INC.Broker
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.