JI
JI

John Lyttle

6 Years of Experience
Glen Mills, PA

John Lyttle is a registered investment advisor at The Lyttle Company, LLC, based in Glen Mills, PA, with 6 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 3 clients with $2.9M in assets under management.

Compensation
Fee-Only (% of Portfolio)
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$980K average
Assets Under Management
$2.9M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.00%

Fees are not negotiable, except that any of our supervised persons who are also our clients may pay a different or no fee.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Glen Mills, PA

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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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Employment History
Current Registrations
The Lyttle Company, LLC
September 2019 - Present · 6 yrs 8 mos
State Registrations2 states
GAPA
Advisor

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.
John Lyttle - Financial Advisor | TrueAdvisor