Lynchburg Wealth Management offers continuous portfolio management and customized financial planning services. Lynchburg Wealth Management helps clients with retirement planning, tax strategies, cash flow and budgeting, college education funding, risk management, estate planning, and divorce planning. The firm uses Modern Portfolio Theory to build goals-based portfolios primarily using exchange-traded funds, mutual funds, bonds, and real estate investment trusts. Lynchburg Wealth Management works with individuals, high-net-worth individuals, small businesses, and charitable organizations, operating as a registered investment advisor legally required to act in your best interest.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Published fees may be discounted with the final determination made by the firm, but they are not negotiable.
