Lloyd Tevis Investments, LLC fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 6, 2026. Fees can change, so confirm with the firm before you hire them.

Quarterly fee

$1,250/qtr

“On investment assets of $1,000,000 the quarterly fee will be $1,250.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Lloyd Tevis Investments, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

• “This fee compensates the Advisor for certain expenses incurred in setting up and maintaining the client’s account and is considered fully earned at the time billed.”
• “It is billed at quarter end and thus it also is fully earned at the time billed.”
• “The Advisor’s strong preference is to receive payment for its services through electronic payment rather than by paper check.”

About Lloyd Tevis Investments, LLC

• Firm size: 4 employees.
• Registered as an adviser: 2022 (4 years).

Firm details from Form ADV

How the firm is paid

Hourly fees, fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

0.125% a year

Clients

12

Employees

4

Works with

Individuals

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, and newsletters and publications

Assets managed

$435,000

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

323061

Website

lloydtevis.com (opens in new tab)

Phone

(415) 237-1895

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