Kelly Lynch is a CFP-designated registered investment advisor at Arcadia Wealth Management, based in Smithtown, NY, with 2 years of industry experience. Kelly operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 275 clients with $380M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Arcadia Wealth Management's investment advisory fees are based on a percentage of the value of your portfolio, ranging from 0.50% to 2.00% annually. The specific fee depends on the complexity of the services, the amount of assets managed, and the overall relationship with Arcadia. Fees are negotiable.
Location
10 Edgewood Avenue, Smithtown, NY, 11787
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Arcadia Wealth Management
State Registrations1 state
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