Lucinda Lynch
Lucinda Lynch is a registered investment advisor at Lynch Retirement Advisors, LLC., based in Canal Winchester, OH, with 12 years of industry experience. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 84 clients with $20M 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 $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Clients prior to April 1, 2017, are grandfathered and will remain at .75% at this time. Reduction in fees can be charged a reduced AUM fee based on total of all assets, number of accounts, specific services requested, etc. LRA can negotiate the fees according to a client’s portfolio or complexity of services needed.
Fee Estimator
Location
27 East Columbus Street, Canal Winchester, OH, 43110
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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 Activities
Lucinda provides daycare services in the evenings, dedicating a significant amount of time to this activity. She also owns rental real estate property rented to her son.
Employment History
Current Registrations
Lynch Retirement Advisors, LLC.
State Registrations1 state
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