John Lynch is a registered investment advisor at Reciprocal Wealth, LLC, based in Medfield, MA. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, High Net Worth, Investment Management, and 1 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $313K | 1.20% |
| $313K - $625K | 1.08% |
| $625K - $1.3M | 0.96% |
| $1.3M - $2.5M | 0.84% |
| $2.5M - $5.0M | 0.72% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $20.0M | 0.48% |
| $20.0M - $40.0M | 0.36% |
| $40M+ | 0.24% |
Fees are calculated based on the average daily balance of assets under management during the month and billed monthly in arrears.
Fee Estimator
Location
Medfield, MA
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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
Reciprocal Wealth, LLC
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.
Exams
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