Misty Lynch is a CFP-designated registered investment advisor at Sound View Financial Advisors, based in Walpole, MA, with 21 years of industry experience. Misty operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 107 clients with $50M 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 - $3.0M | 0.85% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Client relationships may exist where the fees are higher or lower than the fee schedule above. Sound View Financial Advisors, LLC reserves the right to increase fees subject to 30 days’ advance notice.
Fee Estimator
Contact
Misty Lynch
Location
128 School Street, Walpole, MA, 02081-1802
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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
Misty hosts a podcast, is an author, a TV expert guest, and a certified life coach. She also maintains a blog/website, spending minimal time on each of these activities.
Employment History
Current Registrations
Sound View Financial Advisors
Previous Registrations
Beck Bode LLC
John Hancock Distributors LLCBroker
John Hancock Personal Financial Services, LLC
Signator Financial Services, INC.Broker
Signator Investors, INC.
Signator Investors, INC.Broker
Linsco/private Ledger CORP.
Linsco/private Ledger CORP.Broker
Metlife Investors Distribution CompanyBroker
Metlife Securities INC.Broker
Metropolitan Life Insurance CompanyBroker
Tower Square Securities, INC.Broker
Prudential Retirement Brokerage Services, INC.
Prudential Retirement Brokerage Services, INC.Broker
State Registrations2 states
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.