Lytle Investments is an investment advisory firm that provides ongoing investment advice based on individual client needs. Lytle Investments also offers third-party money manager services, retirement plan consulting, and financial planning. Lytle Investments works with individuals, trusts, qualified retirement plans, and corporations.
Assets Under Management$67M
Clients214
Advisors4
Avg. per Client$310K
Avg. per Advisor$17M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $500K | 0.95% |
| $500K - $750K | 0.90% |
| $750K - $1.0M | 0.85% |
| $1.0M - $1.5M | 0.80% |
| $1.5M - $2.0M | 0.75% |
| $2.0M - $3.0M | 0.70% |
| $3.0M - $4.0M | 0.65% |
| $4.0M - $5.0M | 0.60% |
| $5.0M - $7.5M | 0.55% |
| $7.5M+ | 0.55% |
Fees are negotiable for accounts over $7,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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