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Fee - Based Services

Tom, Paul and Charles Lytle are investment advisory representatives of Lytle Investments, regisistered through the Financial Industry Regulatory Authority ("FINRA").

We contract with both Royal Alliance Associates, Inc., and TD Ameritrade Institutional to offer our clients a wide range of fee-based products and services, including stocks, bonds, mutual funds and exchange traded funds.

Additionally, we offer a fee-based platform specifically designed for qualified defined contribution plans through TD Ameritrade Trust Company, which provides custodial and administrative services. TD Ameritrade Trust company’s proprietary trading platform offers retirement clients access to Exchange-Traded Funds and over 13,000 mutual funds from more than 300 fund families on a no-load basis.

More detailed information about our firm is also available on the SEC’s website at With a unique identifying number, known as a CRD number, you can search this site and learn more about our firm. Our CRD number is 297591.

*TD Ameritrade is not affiliated with Royal Alliance Associates, Inc.