Assets Under Management
$371.8M
Number of Clients
1,260
Number of Advisors
6
Average Client AUM
$295K
AUM per Advisor
$62.0M
Compensation
Fee-Only (AUM)
Lloyd Advisory Group provides discretionary asset management services tailored to individual client needs. They utilize a "three bucket" investment strategy and may use third-party money managers. Fees are negotiable, with a maximum of 1.5% of assets under management. The firm is affiliated with an insurance agency.
3575 Lawrenceville Suwanee Road, Suwanee, GA, 30024