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Robert Lyons

Investors Asset Management of Georgia INC
48 Years of Experience
Atlanta, GA
1 Disclosure
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Robert Lyons is a registered investment advisor at Investors Asset Management of Georgia INC, based in Atlanta, GA, with 48 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Investment Management, and 2 more. Their firm serves 529 clients with $500M in assets under management.

Investors Asset Management of Georgia INC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
529 clients
Average Client Portfolio
$949K average
Assets Under Management
$502.0M

Fee Structure

Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M1.25%
$1.0M - $5.0M1.00%
$5M+0.75%

Fees may be negotiated in special circumstances at the firm's discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
View Full SEC Brochure

Location

7000 Peachtree Dunwoody Road, Bldg 9 Suite 200, Atlanta, GA, 30328

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History

Regulatory History (1)
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Regulatory
September 2016
Final
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
Investors Asset Management of Georgia INC
October 2014 - Present · 12 yrs
Previous Registrations
Investors Asset Management of Georgia INC
May 2003 - December 2013 · 10 yrs 7 mos
Cambridge Investment Research, INC.Broker
December 2001 - October 2014 · 12 yrs 10 mos
Allen C. Ewing & CO.Broker
January 2000 - December 2001 · 1 yr 11 mos
Capital Research CorporationBroker
March 1997 - January 2000 · 2 yrs 10 mos
Buckhead Financial CorporationBroker
May 1996 - December 1996 · 7 mos
Walnut Street Securities, INC.Broker
March 1993 - May 1996 · 3 yrs 2 mos
The Robinson-Humphrey Company INC.Broker
October 1977 - March 1993 · 15 yrs 5 mos
State Registrations1 state
GA
Advisor

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Exams
No exam information available for this advisor.
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