Lynn Verrilli
Lynn Verrilli is a registered investment advisor at Affinity Financial Solutions, LLC, based in Shelton, CT, with 16 years of industry experience. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 48 clients with $4.7M 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 | 1.80% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.00% |
Fees are non-negotiable.
Fee Estimator
Location
Shelton, CT
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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.
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Lynn is the sole proprietor of Advanced College Funding Solutions, LLC, a college preparation and career counseling service, dedicating about half of her time to it. Lynn is also the owner of Affinity Financial Solutions, LLC, a registered investment advisor, and dedicates about half of her time to this business as well.
Employment History
Current Registrations
Affinity Financial Solutions, LLC
Fairport Capital, INC.
Fairport Capital, INC.Broker
Previous Registrations
Advanced Investment Strategies, LTD.
State Registrations1 state
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