Lyle & Forsyth Investment Managers offers investment management services, structuring portfolios tailored to client needs and objectives. Client assets are held at custodial broker-dealers selected by the client. Lyle & Forsyth maintains limited power of attorney to buy and sell securities on the client's behalf, in accordance with agreed-upon investment objectives. Clients can choose discretionary or non-discretionary account management. The firm prepares written quarterly reports for clients with a portfolio review included.
Assets Under Management$220M
Clients79
AdvisorsN/A
Avg. per Client$2.8M
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $2.5M | 0.75% |
| $2.5M - $5.0M | 0.50% |
| $5M+ | 0.25% |
Fees may be negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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No advisors found for this firm.