John Lynch is a registered investment advisor at Worth Advisors, based in Westminster, CO, with 10 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 451 clients with $280M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fees will not exceed 2.0% annually, billed quarterly in advance. Fees are negotiable, and accounts within the same household may be combined for a reduced fee.
Fee Estimator
Location
1870 West 122nd Avenue, #400, Westminster, CO, 80234
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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
John is an independent insurance agent with Patrick Lynch Financial since 2013, appointed with various carriers and offering fixed and fixed indexed annuities. This takes about half of John's time.
Employment History
Current Registrations
Worth Advisors
Previous Registrations
Lynch Financial Group
Wealth Watch Advisors, INC
Royal Fund Management, LLC
Horter Investment Management, LLC
Triumph Wealth Advisors, INC.
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.
Exams
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