Thomas Lytle
Thomas Lytle is a registered investment advisor at Lytle Investments, based in Grand Island, NY, with 51 years of industry experience. Thomas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 214 clients with $67M 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 $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M+ | 0.55% |
Fees are negotiable for accounts over $7,500,000.
Fee Estimator
Location
101 Lang Boulevard, Grand Island, NY, 14072
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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 ActivitiesSells Insurance
Thomas is the executor of his father's estate and another estate, and also serves as a trustee. He also works as an independent contractor for MOT, LLC selling various insurance products and manages client investments as an Independent Investment Advisory Representative for Lytle Investments, dedicating nearly full-time hours to this role.
Employment History
Current Registrations
Lytle Investments
Osaic Wealth, INC.Broker
Previous Registrations
Royal Alliance Associates, INC.
Lytle Investments
New England SecuritiesBroker
1717 Capital Management CompanyBroker
New England SecuritiesBroker
New England SecuritiesBroker
Financial Planners Equity CorporationBroker
New England SecuritiesBroker
State Registrations8 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.