A.T. Lloyd's manages investment portfolios for individuals, pension and profit sharing plans, trusts, estates, charitable organizations, and corporations. A.T. Lloyd's tailors its services to each client's needs, with a focus on long-term capital appreciation through traditional securities and a buy and hold strategy. A.T. Lloyd's does not use hedging tactics or attempt to time the market, but follows global trends. Accounts are held at Fidelity Investments.
Assets Under Management$120M
Clients410
Advisors1
Avg. per Client$290K
Avg. per Advisor$120M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | Included |
| $10K - $1.0M | 1.00% |
| $1M+ | 1.00% |
Fees are negotiable for accounts over $1,000,000. Variable annuity accounts have a lower fee of 0.80% for accounts between $10,001 and $1,000,000.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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