Michael Lynch
Michael Lynch is a CFP, PFS-designated registered investment advisor at Michael P Lynch Wealth Management, LLC, based in Stockton, CA, with 17 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more. Their firm serves 25 clients with $24M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Contact
Michael Lynch
Location
5250 Claremont Ave, Ste 145, Stockton, CA, 95207-5700
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Michael owns Michael P. Lynch, CPA, Inc., providing accounting and tax services since 2000. This activity takes nearly full-time hours.
Employment History
Current Registrations
Michael P Lynch Wealth Management, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Mike Lynch is the principal of Lynch Financial Advisors. He holds a B.S. in Business Administration with an option in Finance (emphasis in financial services) and a minor in Economics. Additionally, has a MBA in Global Business Management. He has been actively serving as a financial advisor for over a decade. Prior to being an advisor, he spent 3 years in New York as the director of a start-up software company that sold to the financial services industry (insurance, brokerage houses, money managers) where his largest responsibility was to open new markets for software sales in the back offices of these types of companies. To perform this task he had to work hand in hand with CFOs, controllers, and VPs of Accounting for public and private companies.