Christopher Lynch is a registered investment advisor at Lynch Financial Group, based in Camarillo, CA, with 5 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 18 clients with $7.6M 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 $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 will be combined for purposes of calculating the fee.
Fee Estimator
Location
Camarillo, CA
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Christopher offers fixed life and annuity products, as well as medical/Medicare insurance, as an independent contractor. He spends about three-quarters of his time (30 hours per week) on fixed insurance and about half of his time (80 hours per week) on medical insurance sales.
Employment History
Current Registrations
Lynch Financial Group
Previous Registrations
Wealth Watch Advisors, LLC
State Registrations3 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.