Edward Lynch
Edward Lynch is a registered investment advisor at Wellth Advisory Services, LLC, based in Newbury, MA, with 44 years of industry experience. Edward is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 3,887 clients with $27B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fees are negotiable on a client-by-client basis. Rates reflect maximum annual fees; specific program fees (such as LPL advisory programs) and third-party manager fees may apply separately.
Fee Estimator
Location
28 Green Street, Newbury, MA, 01951
Get directionsHistory
Regulatory History (5)
Customer Dispute
March 2000Customer Dispute
October 1994Customer Dispute
March 1992Customer Dispute
November 1991Customer Dispute
June 1987Other Business Activities
Edward operates under the DBAs DLC Group and Dietz & Lynch Capital for his LPL business. These activities are investment-related and conducted at his reported business location.
Employment History
Current Registrations
Wellth Advisory Services, LLC
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
P.L.A.N.
Dietz & Lynch Capital
LPL Financial LLC
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
First Union Capital Markets CORP.Broker
Advest, INC.Broker
Prudential Securities IncorporatedBroker
E. F. Hutton & Company INCBroker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations25 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.