Randolph Winton is a registered investment advisor at Lynch, Winton & Associates, LLC, based in Swarthmore, PA, with 27 years of industry experience. Randolph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 6 clients with $4.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lynch, Winton & Associates (LWA) charges a percentage of the assets they manage for you. They have four different fee schedules that they negotiate with clients based on the type and complexity of the account. Here's a summary of the fee schedules:
Fee Schedule A
- 1.25% on the first $100,000
- 1.00% on the next $100,000
- 0.75% on the balance
Fee Schedule B
- 1.50% on the first $500,000
- 1.10% on the next $500,000
- 0.85% on the balance
Fee Schedule C
- 1.75% on the first $500,000
- 1.10% on the next $500,000
- 0.85% on the balance
Fee Schedule D
- 1.00% on all assets
All fees are subject to negotiation.
Location
Swarthmore, PA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lynch, Winton & Associates, LLC
State Registrations1 state
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