Peter Lynch
Peter Lynch is a registered investment advisor at Prosperity Capital Advisors, based in Red Bank, NJ, with 28 years of industry experience. Peter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 7,096 clients with $3.7B 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 $500K | 0.60% |
| $500K - $1000K | 0.50% |
| $1.0M - $2.0M | 0.40% |
| $2.0M - $5.0M | 0.35% |
| $5M+ | 0.30% |
The platform fee tier schedule is based on billable assets and excludes non-billable assets such as unmanaged accounts. The total annual fee for investment management services for retail clients typically varies between 0.20% and 2.0% depending upon several factors, including the market value of the assets under management and the types of services to be rendered. PCA charges a $150.00 minimum annual investment management fee which may result in a fee greater than 2.0%.
Fee Estimator
Location
6 Drummond Place, Red Bank, NJ, 07701
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2013Other Business ActivitiesSells Insurance
Peter sells fixed insurance products, including life, health, disability, annuities, and long-term care, dedicating about 10-20% of his time. He also works as a CPA providing tax management, preparation, and consulting services, spending a few hours per week. Peter is also the owner of The Lynch Financial Group, LLC, which is the operating entity for his advisory and insurance business, spending about a quarter of his time.
Employment History
Current Registrations
Prosperity Capital Advisors
Previous Registrations
Mercap Securities, LLCBroker
Cetera Advisors LLC
Cetera Advisors LLCBroker
Vsr Financial Services, INC.Broker
Vsr Advisory Services
Questar Capital CorporationBroker
Questar Asset Management, INC.
Usallianz Securities, INC.
Usallianz Securities, INC.Broker
AXA Advisors, LLCBroker
The Equitable Life Assurance Society of the United StatesBroker
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.