Steve Lynch Wealth Management provides financial planning and investment management services. This includes helping clients determine financial objectives, manage cash flow, plan for taxes, review insurance, manage investments, plan for education, and plan for retirement and estate matters. Investment advice is provided, but clients make the final decisions. Steve Lynch Wealth Management does not have discretionary authority over client accounts.
Assets Under Management$130M
Clients582
Advisors2
Avg. per Client$230K
Avg. per Advisor$66M
Fee Structure
Minimum Investment:$10K
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
For New Mexico residents, a gross receipts tax will be added which is presently at 7.625% on the fee amount. Fees are not negotiable but financial plans may be negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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