David Lynch is a CFP-designated registered investment advisor at Lynch Investment Planning, LLC, based in Newtown Square, PA, with 4 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 2 more. Their firm serves 140 clients with $140M 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 $100K | 1.25% |
| $100K - $350K | 1.00% |
| $350K - $850K | 0.85% |
| $850K - $1.9M | 0.75% |
| $1.9M+ | 0.50% |
Fees may be negotiable based on client circumstances. There is a minimum annual fee of $2,500.
Fee Estimator
Location
2 Campus Boulevard, Suite 106, Newtown Square, PA, 19073
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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
Current Registrations
Lynch Investment Planning, LLC
Previous Registrations
Wealth Enhancement Advisory Services, LLC
Hoover Financial Advisors, INC.
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.