Mark Lynch
Mark Lynch is a CFA-designated registered investment advisor at Lynch Asset Management, INC., based in Yardley, PA, with 13 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $330M 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 $15.0M | 0.50% |
| $15.0M - $45.0M | 0.25% |
| $45M+ | 0.25% |
Fees above $50 million are negotiated.
Fee Estimator
Location
Yardley, PA
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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 ActivitiesSells Insurance
Mark is employed by NJM Insurance Group as Vice President and Manager of the Investment Department, supervising the investment of the company's assets. This role takes up the majority of his time, with 150 hours per month devoted to this "other business".
Employment History
Current Registrations
Lynch Asset Management, INC.
State Registrations2 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.