Lynch Financial Group offers investment management and financial planning services. Investment management involves creating and managing portfolios based on a client's individual needs and goals. Financial planning includes a comprehensive evaluation of a client's financial situation, covering areas like taxes, investments, insurance, retirement, and estate planning. Consulting services are also available for specific financial topics.
Assets Under Management$98M
Clients46
Advisors2
Avg. per Client$2.1M
Avg. per Advisor$49M
Fee Structure
Minimum Investment:$750K
Investment management only (planning not offered)
Minimum Annual Fee:$1,875
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.80% |
| $2.0M - $5.0M | 0.60% |
| $5M+ | 0.35% |
During the initial year, an additional 0.35% annual fee will be charged, up to a maximum of $3,500. Fees may be negotiable. Clients prior to 12/31/2019 may be on a different fee schedule.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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