Elizabeth Lynch is a registered investment advisor at N10° Assets, based in Greenwich, CT. Elizabeth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 101 clients with $310M 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 | 0.25% |
Fees for separately managed accounts will not exceed 0.25% annually and are negotiable. Exchange-traded fund management fees range from 0.30% to 0.75%. Performance-based fees of 10% to 20% of net investment gains may apply for qualified clients.
Fee Estimator
Location
5 Greenwich Office Park, Suite 100, Greenwich, CT, 06831
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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
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.
Exams
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