FL
FL

Foster Lytle

8 Years of Experience
Titusville, FL
Broker

Foster Lytle is a registered investment advisor at Ameriprise Financial Services, LLC, based in Titusville, FL, with 8 years of industry experience. Foster operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,330,280 clients with $560B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12781 advisors
Number of Clients
1,330,280 clients
Average Client Portfolio
$424K average
Assets Under Management
$564.6B

Fee Structure

Minimum Investment:$2K

Ameriprise Financial Services offers several managed account programs. The fees vary depending on the program selected. These fees include an asset-based fee, which covers investment advisory services and investment management fees. Some accounts may also have an Investments and Infrastructure Support Fee. Clients also pay investment costs, which are the underlying fees related to investment products purchased within the managed account. Additional fees and expenses may be incurred based on the nature of the investments.

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Location

1108 S Washington Ave, Titusville, FL, 32780-4234

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

Foster owns real estate, including land and a partial interest in a farm. He also co-owns The Storehouse Group, Inc. and owns Lytle Custom Contracting Inc. and FM Lytle LLC, dedicating a few hours per week to each of these businesses.

Employment History
Current Registrations
Ameriprise Financial Services, LLC
September 2017 - Present · 8 yrs 8 mos
Ameriprise Financial Services, LLCBroker
June 2017 - Present · 8 yrs 11 mos
Ameriprise Financial Services, LLC
June 2017 - Present · 8 yrs 11 mos
State Registrations5 states
FLGAOHSCTN
AdvisorBrokerBoth

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
No exam information available for this advisor.
Foster Lytle - Financial Advisor | TrueAdvisor