Michael Lynch is a CFA-designated registered investment advisor at Lynch Asset Management, INC., based in Yardley, PA, with 4 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 12 clients with $330M 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 $15.0M | 0.50% |
| $15.0M - $45.0M | 0.25% |
| $45M+ | 0.25% |
Fees above $50 million are negotiated.
Fee Estimator
Location
Yardley, PA
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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 Asset Management, INC.
Previous Registrations
TD Securities (USA) LLCBroker
State Registrations2 states
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