Erik Lynch is a registered investment advisor at Fifth Third Securities, INC., based in Holland, MI, with 22 years of industry experience. Erik operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43,031 clients with $9.1B 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 | 1.50% |
| $250K - $500K | 1.35% |
| $500K - $750K | 1.25% |
| $750K - $1.0M | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2M+ | 0.80% |
Fees are negotiable. In the Passageway One Program, if the client selects to receive the Tax Overlay Service, this optional service has an additional fee on top of the Passageway Program Standard Fee Schedule.
Fee Estimator
Location
Holland, MI
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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 →Employment History
Current Registrations
Fifth Third Securities, INC.
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
Wells Fargo Clearing Services, LLC
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
USA Advanced Planners INC.Broker
MML Investors Services, INC.Broker
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
New England SecuritiesBroker
State Registrations1 state
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