Douglas Lynch is a CFA-designated registered investment advisor at Lynch Financial Group, based in Dublin, OH, with 21 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Corporate Executives, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 46 clients with $98M 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 $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
During the initial year, an additional 0.35% annual fee will be charged, up to a maximum of $3,500. Fees may be negotiable. Clients prior to 12/31/2019 may be on a different fee schedule.
Fee Estimator
Contact
Douglas Lynch
Location
5880 Sawmill Rd, Suite 204, Dublin, OH, 43017
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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
Lynch Financial Group
Previous Registrations
Lynch Financial Group
State Registrations1 state
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