Walter Lynn is a registered investment advisor at Salt Creek Hills Money, LTD., based in Springfield, IL, with 13 years of industry experience. Walter operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 10 clients with $2.6M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.99% |
Salt Creek refers clients to third-party investment advisors, primarily Matson Money. For Matson Money, the total annual fee is 1.48% of your portfolio, with Salt Creek receiving 0.99% and Matson Money receiving 0.49%. There is also a one-time fee of $500 for all Matson Money clients. These fees are negotiable.
Fee Estimator
Location
Springfield, IL
Get directionsHistory
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
Walter is the trustee of Walter Lynn, Sr. Trust and manager of Lynn Farms, LLC, dedicating minimal time to each. He is also the president of Rustic Acres, Inc., spending minimal time on it annually.
Employment History
Current Registrations
Salt Creek Hills Money, LTD.
Previous Registrations
NFP Securities, INC.
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.