Douglas Lynam is a registered investment advisor at Innovative Advisory Group, based in Pinehurst, NC, with 7 years of industry experience. Douglas 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 300 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Innovative Advisory Group manages investment accounts for clients, charging an annual fee based on a percentage of the assets they manage. The specific fee is negotiable and typically ranges from 1.00% to 2.00% annually, paid quarterly in advance. There is no minimum account balance required. Fees are deducted from client accounts unless other arrangements are made. Clients may also be billed directly. Upon termination, any unearned fees will be refunded.
Location
Pinehurst, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Innovative Advisory Group
Previous Registrations
Longview Asset Management, LLC
Lynam Financial Services
State Registrations1 state
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