Joseph Berry is a registered investment advisor at Lynch & Associates, based in Newburgh, IN, with 4 years of industry experience. Joseph operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 690 clients with $740M 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 $500K | 1.10% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5.0M - $10.0M | 0.60% |
| $10.0M - $50.0M | 0.50% |
| $50M+ | 0.40% |
Schedule shown is for stocks. Fees for fixed income, balanced, and funds are lower. Fees may be negotiable.
Fee Estimator
Location
10644 Newburgh Rd, Sr 662, Newburgh, IN, 47630-8845
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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 & Associates
State Registrations1 state
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