LYNCH & Associates offers investment management and consulting services. For investment management, they create and manage portfolios based on your individual needs, goals, and risk tolerance. They can manage accounts with or without the authority to make trades without asking you first. Consulting services provide advice on specific financial topics like estate or retirement planning.
Assets Under Management$740M
Clients690
Advisors7
Avg. per Client$1.1M
Avg. per Advisor$110M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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