Gregory Lynch
Gregory Lynch is a registered investment advisor at Foundations Investment Advisors LLC, based in Phoenix, AZ, with 10 years of industry experience. Gregory operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 25,166 clients with $7.2B 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 | 2.00% |
A $150 annual minimum management fee will be assessed on all accounts. All accounts will also be assessed a $50 annual administrative and technology fee (ATF) at the end of the January billing cycle. The fee schedule may not be the actual fee charged, but the maximum fee charged. Sub-Adviser fees are included in the fee schedule above.
Fee Estimator
Location
4050 E. Cotton Center Blvd., Suite 40, Phoenix, AZ, 85040
Get directionsHistory
Regulatory History (2)
Criminal
May 2000Criminal
February 2000Other Business ActivitiesSells Insurance
Gregory is the owner and agent at Premier Financial and Insurance Services, LLC, selling insurance and index annuities since 2010. This takes about half of his time.
Employment History
Current Registrations
Foundations Investment Advisors LLC
State Registrations2 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.