Kyle Lynch
Kyle Lynch is a registered investment advisor at Steve Lynch Wealth Management, based in Albuquerque, NM, with 8 years of industry experience. Kyle operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 582 clients with $130M 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 | 1.25% |
For New Mexico residents, a gross receipts tax will be added which is presently at 7.625% on the fee amount. Fees are not negotiable but financial plans may be negotiable.
Fee Estimator
Location
6605 Uptown Blvd NE, Ste 330, Albuquerque, NM, 87110
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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 ActivitiesSells Insurance
Kyle is an advisor at Steve Lynch Wealth Management since 2019 and serves as a Captain in the Army National Guard since 2009. He is also an agent for non-variable insurance since 2017.
Employment History
Current Registrations
Steve Lynch Wealth Management
United Planners' Financial Services of America a Limited PartnerBroker
State Registrations21 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.