James Lynch is a CFP-designated registered investment advisor at Lynch Investment Planning, LLC, based in Newtown Square, PA, with 4 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 140 clients with $140M 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 $100K | 1.25% |
| $100K - $350K | 1.00% |
| $350K - $850K | 0.85% |
| $850K - $1.9M | 0.75% |
| $1.9M+ | 0.50% |
Fees may be negotiable based on client circumstances. There is a minimum annual fee of $2,500.
Fee Estimator
Location
2 Campus Boulevard, Suite 106, Newtown Square, PA, 19073
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lynch Investment Planning, LLC
State Registrations2 states
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