Gregory Lyle & Co. provides personalized investment advice to individuals, trusts, estates, charitable organizations, pension and profit sharing plans, corporations and other business entities. Gregory Lyle is the sole shareholder of the Company, and is the only individual at the Company who makes investment decisions for clients. The firm focuses on understanding each client's total financial situation to provide tailored advice. Gregory Lyle & Co. does not issue securities reports or provide a timing service.
Assets Under Management$200M
Clients60
Advisors1
Avg. per Client$3.4M
Avg. per Advisor$200M
Fee Structure
Minimum Investment:$250K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.40% |
The standard quarterly fee is one-tenth of 1% of assets under management, which annualizes to 0.4%. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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