Michael P Lynch Wealth Management, LLC offers personalized investment management and financial planning services to individuals, retirement plans, trusts, and businesses. The firm focuses on asset allocation, diversification, and fundamental analysis using mutual funds and exchange-traded funds to build long-term portfolios. Michael P Lynch Wealth Management designs portfolios tailored to each client's time horizon and risk tolerance, while also offering standalone or comprehensive financial planning on an hourly or fixed-fee basis.
Assets Under Management$23M
Clients23
Advisors1
Avg. per Client$1M
Avg. per Advisor$23M
Fee Structure
Minimum Investment:$180K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.75% |
| $1.0M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees are subject to negotiation and charged quarterly in arrears based on the closing market value of the account.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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