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Lyles Wealth Management
FREQUENTLY ASKED QUESTIONS

Working with an independent financial consultant can certainly raise some questions. Below are some that are frequently asked.

  • Is my money safe?
    Protecting your assets is our top priority. All brokerage accounts managed by Lyles Wealth Management are held with Charles Schwab. As one of the largest custodians in the nation, Schwab has over $2.5 Trillion in assets and is considered an industry leader in brokerage custody.
     
  • What type of investments are offered?
    Investment offerings are practically endless. As an independent financial advisor, there is no preset of investment products. We are able to search for the right solutions provided through almost every vendor. Stocks, bonds, mutual funds, ETF's, option contracts, annuities, life insurance, the list goes on.
     
  • What are your fees?
    Management fees are customized to each individual. We are not in business to charge exorbitant fees, rather we are in business to offer the best advice. We are committed to providing the best consultations. We charge a fee based on the total amount of assets that we manage.  
     
  • Can you guarantee investment performance?
    No financial advisor can guarantee investment performance. Certain products offered have a stated rate of return and if held to maturity the listed return is highly probable. Our goal is to communicate with you the best solutions to meet your personal financial needs and monitor your accounts to make suitable changes.
    Our Mission

    Our mission is to service the financial needs of our clients without bias, placing family at the center of all that we do.

    Frequently Asked Questions
    Contact us
    105 Laurel Creek Rd.
    Suite 11B
    Calhoun, Georgia 30701
    (770)-630-9259
    adrian@lyleswealth.com

    Lyles Wealth Management LLC © 2019 All Rights Reserved