Lynch, Winton & Associates (LWA) offers independent investment advice to individuals and families. LWA reviews clients’ financial objectives, resources, investment temperament, and current portfolios to develop personalized investment plans. LWA recommends diversified portfolios of stocks, bonds, and alternative investments. Clients retain final approval of all investment decisions, and LWA does not receive commissions or sell insurance.
Fee Structure
Lynch, Winton & Associates (LWA) charges a percentage of the assets they manage for you. They have four different fee schedules that they negotiate with clients based on the type and complexity of the account. Here's a summary of the fee schedules:
Fee Schedule A
- 1.25% on the first $100,000
- 1.00% on the next $100,000
- 0.75% on the balance
Fee Schedule B
- 1.50% on the first $500,000
- 1.10% on the next $500,000
- 0.85% on the balance
Fee Schedule C
- 1.75% on the first $500,000
- 1.10% on the next $500,000
- 0.85% on the balance
Fee Schedule D
- 1.00% on all assets
All fees are subject to negotiation.