The Lloyd Advisory Group
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)
About This Firm
Lloyd Advisory Group provides discretionary asset management services tailored to individual client needs. They utilize a "three bucket" investment strategy and may employ third-party money managers through AE Wealth Management. The firm also offers advice on various types of securities.
Fee Structure
The annual advisory fee is negotiable, with a maximum of 1.5% of assets under management. This fee includes payments to sub-advisers or third-party investment advisers. Fees are typically billed monthly in arrears based on the account's average daily balance. The firm may also receive compensation from insurance sales, creating a potential conflict of interest.
Areas of Practice
Location
3575 Lawrenceville Suwanee Road, Suwanee, GA, 30024