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Phillip Lyman

Advisor at Dutch Asset Corporation

Updated today
Dutch Asset Corporation logo

Firm

Dutch Asset Corporation

Location

Blanding, UT 84511

Credentials

Series 63, Series 65

Client services

Financial planning Portfolio management Pension consulting Selection of other advisers

Fee options

Fixed

Fixed monthly fee for start-up pension plans ranging from $100 to $300 per month

Percentage

All assets+: Up to 2.0% annually for portfolio management services All assets+: 1.50% annually for pension consulting services

Project-based

$300 per hour for financial planning services

Other

Account minimum: No account minimum for any of DAC’s services Fee-only: Fixed fees between $495 and $25,000 for financial planning services

Work history

Dutch Asset Corporation

2026 - Present (1 year)

Recapture Investment Group

2018 - Present (8 years)

Phil Lyman, CPA

1991 - Present (35 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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