Meghan Lynch is a registered investment advisor at Lynch Financial Group, based in Denver, CO, with 1 years of industry experience. Meghan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $7.6M 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 | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.25% |
Fees are generally negotiable. Accounts from the same household will be combined for purposes of calculating the fee.
Fee Estimator
Location
1001 Bannock St., #436, Denver, CO, 80204
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Lynch Financial Group
State Registrations2 states
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