Andrew Lynch
Andrew Lynch is a registered investment advisor at Peak Wealth Group LLC, based in Wake Forest, NC, with 13 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 130 clients with $37M 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 |
|---|---|
| Up to $250K | 2.50% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.50% |
| $1.0M - $2.5M | 2.50% |
| $2.5M - $5.0M | 2.50% |
| $5M+ | 2.50% |
Clients can select a tiered or linear fee structure. For a tiered structure, each level of assets is charged its own corresponding percentage rate. For the linear structure, the fees are decreased as a client's assets grow and breakpoints are met. Once a breakpoint has been met all of the assets back to dollar one are then charged at the new lower percentage rate.
Fee Estimator
Location
3319 Heritage Trade Dr Suite 101, Wake Forest, NC, 27587
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 ActivitiesSells Insurance
Andrew assists life insurance agents with case design and estate planning at Capital Marketing Group. He also assists donors with charitable planning and gifts at the Foundation for Legacy Planning, and provides independent financial planning through Lynch Financial Consultants.
Employment History
Current Registrations
Peak Wealth Group LLC
Previous Registrations
Peak Brokerage Services, LLCBroker
Signator Investors, INC.
Signator Investors, INC.Broker
Nylife Securities LLCBroker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
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.