Lynch Asset Management (LAM) provides investment advisory services, including general wealth management, IRA rollover accounts, and corporate accounts. LAM focuses on managing investment assets in a professional, unbiased manner, catering to individual needs. LAM helps clients develop and execute a plan designed to build and preserve wealth. Portfolios are structured with equities, fixed income, and cash equivalents, based on client objectives and risk tolerance.
Assets Under Management$330M
Clients12
Advisors2
Avg. per Client$28M
Avg. per Advisor$170M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $15.0M | 0.50% |
| $15.0M - $45.0M | 0.25% |
| $45M+ | 0.25% |
Fees above $50 million are negotiated.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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