William Lyman is a registered investment advisor at De Groote Financial Group, LLC, based in Thousand Oaks, CA. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 425 clients with $750M 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 $500K | 1.50% |
| $500K - $1000K | 1.25% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.85% |
Clients participating in the Firm’s Core Conservative, Core Balanced, and Core Growth portfolios are generally charged 0.25% in addition to the blended fee schedule above. TAMP related charges are not included in the investment management fee. You will be charged a Platform Fee (0 - .45% annually), independent fixed income manager fees (0 - .90% annually), and independent equity manager fees (0 – 1.50% annually).
Fee Estimator
Location
3013 Willow Lane, Thousand Oaks, CA, 91361
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
De Groote Financial Group, LLC
State Registrations1 state
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