James Lynch
James Lynch is a registered investment advisor at Oliver Luxxe Assets LLC, based in Gladstone, NJ, with 39 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 439 clients with $860M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
OLA offers investment management services for an annual fee based on the amount of assets managed. This fee varies from 0.30% to 1.00% for fixed income accounts and 0.75% to 2.00% for equity accounts. The annual fee is charged quarterly, in advance, based on the market value of the assets being managed.
Location
10 Lackawanna Ave, Suite 9, Gladstone, NJ, 07934
Get directionsHistory
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
James works as an independent insurance agent in Austin, Texas. This activity is investment-related.
Employment History
Current Registrations
Oliver Luxxe Assets LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Tucker Anthony IncorporatedBroker
Gibraltar Securities CO.Broker
State Registrations1 state
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.