Overview
- Headquarters
- San Rafael, CA
- Total Firm Assets
- $221 million
- Average High-Net-Worth Client Portfolio Size
- $2.8 million
Fee Disclosure
Source: LYLE & FORSYTH FORM ADV 2A (2026-03-03)
· View brochure text
Latest filing: LYLE & FORSYTH FORM ADV 2B (2026-03-03)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | $250,000 | 1.00% |
| $250,001 | $2,500,000 | 0.75% |
| $2,500,001 | $5,000,000 | 0.50% |
| $5,000,001 | and above | Negotiable |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $8,125 | 0.81% |
| $5 million | $31,875 | 0.64% |
| $10 million | Negotiable | Negotiable |
| $50 million | Negotiable | Negotiable |
| $100 million | Negotiable | Negotiable |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in California for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 100.00%
- Number of High-Net-Worth Clients
- 79
- Total Client Accounts
- 134
- Discretionary Accounts
- 92
- Non-Discretionary Accounts
- 42
Services Offered
Services: Portfolio Management for Individuals
Regulatory Filings
- SEC CRD Number
- 10603
- LYLE & FORSYTH FORM ADV 2A (2026-03-03) (fee schedule source) · View brochure text
- LYLE & FORSYTH FORM ADV 2B (2026-03-03) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗