The Lloyd Advisory Group provides investment advice tailored to individual client needs, including discretionary asset management. They work with clients to determine investment objectives and risk tolerance, then develop a customized strategy. The firm may use third-party money managers and wrap fee programs through AE Wealth Management. They primarily advise on equity securities, corporate debt, mutual funds, and government securities.
Fee Structure
The Lloyd Advisory Group offers asset management services where the fee is a percentage of the assets they manage. The maximum fee is 1.5% per year, but the actual fee is negotiable. Fees are typically billed monthly. The fee includes payments to any sub-advisors or third-party investment advisors. If using AE Wealth Management's wrap fee program, the fee covers custody, trades, management, and reporting.