Lynch Retirement Advisors, LLC.
Lynch Retirement Advisors (LRA) offers pre-retirement and retirement planning strategies, including advice on Individual Retirement Accounts (IRAs), asset allocation, and Social Security projections. LRA also provides investment services, managing client assets on both a discretionary and non-discretionary basis. LRA builds personalized relationships with clients to understand their risk tolerance, retirement goals, and distribution needs. The firm requires a minimum account balance of $250,000 for asset management services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.00% |
| $250K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Clients prior to April 1, 2017, are grandfathered and will remain at .75% at this time. Reduction in fees can be charged a reduced AUM fee based on total of all assets, number of accounts, specific services requested, etc. LRA can negotiate the fees according to a client’s portfolio or complexity of services needed.