Bernard Lynch is a CFP-designated registered investment advisor at Goodman Advisory Group, LLC, based in Needham, MA, with 5 years of industry experience. Bernard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 438 clients with $370M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Goodman Advisory Group's investment management fees are based on the value of your portfolio and are paid quarterly, in advance. The annual fee can be up to 1.80%, depending on the complexity of the services, the amount of assets managed, and the overall relationship. Fees may be negotiable.
Location
160 Gould St, Suite 102, Needham, MA, 02494
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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
Goodman Advisory Group, LLC
LPL Financial LLCBroker
Previous Registrations
Arcadia Wealth Management, LLC
Fidelity Personal and Workplace Advisors
Fidelity Brokerage Services LLCBroker
Shp Wealth Management, LLC
People's Securities, INC.
People's Securities, INC.Broker
Gerstein Fisher
Gfa Securities, LLCBroker
Edelman Financial Services LLC
Sanders Morris Harris LLCBroker
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.