Keith Lyle
Keith Lyle is a registered investment advisor at Brannen & Lyle Investment Company, based in Bainbridge, GA, with 1 years of industry experience. Keith operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 22 clients with $12M 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 - $5.0M | 0.75% |
| $5M+ | 0.50% |
The fee schedule is a blended fee schedule. Clients will pay a fee at each level. For mutual funds, the annual fee is 0.75% on the first $1,000,000 and 0.50% over $1,000,000. For cash or federal treasuries, the annual fee is 0.25%. The minimum fee is $1,500.
Fee Estimator
Location
410 S West Street, Bainbridge, GA, 39819
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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.
Learn about disclosures →Other Business Activities
Keith is an Investment Advisory Representative and Financial Professional at Brannen & Lyle Investment Company, dedicating about 10-20% of his time to each role. He also serves as an elected board member for the Firehouse Arts Center and the University of Georgia's Online Master's of Financial Planning Academic Program Alumni Council, and is a member of Port City Waterfowlers, spending minimal time on each.
Employment History
Current Registrations
Brannen & Lyle Investment Company
Cetera Investment Advisers LLC
Cetera Advisors LLCBroker
State Registrations7 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.