Michael P Lynch Wealth Management provides investment management and financial planning services. Planning can be segmented (focused on specific goals) or comprehensive (holistic). Investment management includes designing portfolios and ongoing management, with investments potentially including stocks, bonds, and mutual funds. The firm works with individuals, pension plans, IRAs, trusts, estates, charities, corporations, and other business entities.
Assets Under Management$24M
Clients25
Advisors1
Avg. per Client$940K
Avg. per Advisor$24M
Fee Structure
Minimum Investment:$180K
Planning is included in investment management (also available separately)
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.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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