Lynch Financial Group provides ongoing portfolio management and financial planning services tailored to each client's goals, time horizon, and risk tolerance. Lynch Financial Group primarily builds passive investment portfolios using exchange-traded funds and mutual funds, focusing on asset allocation and regular portfolio monitoring. In addition to investment management, Lynch Financial Group offers financial planning covering areas such as retirement, taxes, insurance, college savings, and debt management. Lynch Financial Group operates as a registered investment adviser based in Denver, Colorado, and is legally required to act in your best interest. Clients can choose between discretionary portfolio management, where Lynch Financial Group makes trades on your behalf, or non-discretionary management, where you approve trades first.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $2.0M | 1.30% |
| $2.0M - $3.0M | 1.00% |
| $3M+ | 0.25% |
Fees are generally negotiable. Accounts from the same household are combined for purposes of calculating the fee.