JL
JL

John Lynch

38 Years of Experience
Broker

John Lynch is a registered investment advisor at Hunter Associates LLC, based in Pittsburgh, PA, with 38 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,123 clients with $1.2B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,123 clients
Average Client Portfolio
$1.1M average
Assets Under Management
$1.2B

Fee Structure

Planning is included in investment management
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $1.0M0.95%
$1.0M - $5.0M0.75%
$5M+0.60%

Fees may be negotiable. Clients who opened accounts prior to January 1, 2023, are generally subject to lower investment advisory fees.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

436 Seventh Avenue, Koppers Building, 27th Floor, Pittsburgh, PA, 15219-1818

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Hunter Associates LLC
December 2012 - Present · 13 yrs 4 mos
Hunter Associates LLCBroker
November 1999 - Present · 26 yrs 5 mos
Previous Registrations
Hunter Associates, INC.
July 2003 - December 2005 · 2 yrs 5 mos
Parker/hunter IncorporatedBroker
October 1987 - November 1999 · 12 yrs 1 mo
State Registrations11 states
FLMAMDMNNCOHPASCVAWAWV
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.