Lynch Investment Planning (LIP) provides financial planning, investment management, and retirement plan consulting. Financial planning covers investments, cash flow, insurance, taxes, retirement, and estate plans. Investment management involves ongoing advice and trade execution to align investments with client goals. Clients can choose discretionary or non-discretionary investment advisory services. LIP also offers retirement plan consulting to plan sponsors.
Assets Under Management$140M
Clients140
Advisors3
Avg. per Client$1M
Avg. per Advisor$48M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$2,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.25% |
| $100K - $350K | 1.00% |
| $350K - $850K | 0.85% |
| $850K - $1.9M | 0.75% |
| $1.9M+ | 0.50% |
Fees may be negotiable based on client circumstances. There is a minimum annual fee of $2,500.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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