Lyles Wealth Management provides ongoing portfolio management based on individual client goals and risk tolerance. Services include investment strategy, asset allocation, and regular portfolio monitoring. Lyles Wealth Management also offers financial planning covering investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning.
Assets Under Management$41M
Clients71
Advisors1
Avg. per Client$580K
Avg. per Advisor$41M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $5.0M | 1.00% |
| $5M+ | 0.75% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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