James Lynch is a ChFC-designated registered investment advisor at Lynch & Associates, based in Newburgh, IN, with 7 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 696 clients with $830M 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 | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Rates shown are for stock portfolios. Fixed income portfolios range from 0.65% down to 0.30%. Balanced portfolios range from 1.00% down to 0.30%. Mutual fund/ETF portfolios range from 0.75% down to 0.35%. Fees are negotiable based on client complexity and relationship size.
Fee Estimator
Location
10644 Newburgh Rd, Sr 662, Newburgh, IN, 47630-8845
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lynch & Associates
State Registrations1 state
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Exams
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