Advisor at Coho Advisory Services, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Coho Advisory Services, LLC
Location
Anchorage, AK 99503
Credentials
Series 65
Industry experience
< 1 year
Stuart Lyle is a financial advisor at Coho Advisory Services, LLC in Anchorage, AK, holding a Series 65 designation with one year of industry experience. Prior to joining Coho Advisory Services, he worked in various roles including at Mike's Meats and Cabela's. He also operates an accounting firm where he prepares and files taxes for businesses and individuals and holds an enrolled agent license, allowing him to represent clients before the IRS. Coho Advisory Services serves individual and high-net-worth clients with portfolio management, financial planning, and retirement-plan consulting. The firm employs a core passive investment approach supplemented by tactical active adjustments and uses a co-advisory relationship with AssetMark to access third-party managers.
Based on Coho Advisory Services, LLC
Based on Coho Advisory Services, LLC
$0 - $250,000: 1.00% annually $250,001 - $500,000: 0.70% annually $500,001 - $1,000,000: 0.55% annually $1,000,001 - $2,000,000: 0.50% annually $2,000,001 - $3,000,000: 0.45% annually $3,000,001+: 0.40% annually
$290 per hour, negotiable
3150 C Street, Suite 240
Anchorage, AK 99503
Alaska
Coho Advisory Services, LLC
2025 - Present (1 year)
Mike's Meats
2022 - 2022 (1 year)
Renewal By Anderson
2019 - 2019 (1 year)
Cabela's
2018 - 2022 (4 years)
Arctic Catering
2018 - 2018 (1 year)
Burlington
2016 - 2018 (2 years)
Hope Community Resources
2015 - 2016 (1 year)
Lyle Tax Services, Inc
2013 - Present (13 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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