Paul Lynch is a CFA-designated registered investment advisor at Greenwich Wealth Management, LLC, based in Greenwich, CT, with 6 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 491 clients with $2.7B 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 $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5M+ | 0.90% |
Fees may be negotiable. GWM also offers a wrap fee program with a different fee schedule: Up to $1,000,000: 1.50%/year; $1,000,001 to $5,000,000: 1.25%/year; Over $5,000,000: 1.00%/year
Fee Estimator
Location
45 East Putnam Avenue, Suite 128, Greenwich, CT, 06830
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Greenwich Wealth Management, LLC
State Registrations1 state
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