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Robert Lyons
48 Years of Experience
Atlanta, GA
1 Disclosure
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 Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 511 clients with $400M in assets under management.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
511 clients
Average Client Portfolio
$785K average
Assets Under Management
$401.3M
Fee Structure
Minimum Investment:$100K
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees may be negotiable in special circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
7000 Peachtree Dunwoody Road, Bldg 9 Suite 200, Atlanta, GA, 30328
Get directionsHistory
Regulatory History (1)
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Regulatory
September 2016Final
Employment History
Current Registrations
Investors Asset Management of Georgia INC
October 2014 - Present · 11 yrs 6 mos
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
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.