Stephen Lynch
Stephen Lynch is a registered investment advisor at Wellington Consulting Services INC, based in Delray Beach, FL, with 33 years of industry experience. Stephen operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,803 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Wellington Consulting Services offers investment management services with different fee structures depending on the program:
- LAMP-Plus: Typically 2.00% annually on the first $100,000 of your portfolio, plus 1.75% on amounts over $100,001. Non-managed assets within the account are charged a flat 1.00% fee.
- LAMP-Plus, ETFs: A flat 1.00% annual fee.
- Business Solutions 401(k) & Perfect401(k): Fees range up to 1.25% annually for the fully managed service, depending on the level of service selected by the plan participant and the total plan assets.
Fees are billed quarterly.
Location
Delray Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Stephen is the President of Wellington Retirement Solutions, Inc., engaging in third-party recordkeeping for retirement plans, dedicating about 10-20% of his time. He also holds positions in Wellington Financial Group, Round Table Partners, CMT9, LLC, and Hornet Software, Inc., spending minimal time on Wellington Financial Group, no time on Round Table Partners, a few hours per week on CMT9, LLC, and full-time hours on Hornet Software, Inc.
Employment History
Current Registrations
Wellington Consulting Services INC
State Registrations1 state
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