Michael Lynch is a registered investment advisor at Castleview Partners, LLC, based in Coral Gables, FL, with 13 years of industry experience. Michael is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 594 clients with $420M 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 | 1.75% |
| $500K - $1.0M | 1.50% |
| $1.0M - $5.0M | 1.25% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees are negotiable based on the complexity of the client's situation, amount of assets managed, anticipated future additional assets, and other factors.
Fee Estimator
Location
814 Ponce De Leon Blvd., Suite 500-B, Coral Gables, FL, 33134
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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 →Other Business Activities
Michael is an advisor representative at Castleview Partners, dedicating about 10-20% of his time to financial and investment planning. He also works full-time as an investment advisor at Huerta & Lynch, focusing on financial and investment planning.
Employment History
Current Registrations
Castleview Partners, LLC
Kovack Securities INC.Broker
Previous Registrations
Principal Securities, INC.
Principal Securities, INC.Broker
Metlife Securities INC.Broker
State Registrations5 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.
Exams
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