Lynchburg Wealth Management provides financial planning services covering cash flow, retirement, risk management, estate, and tax planning. They also offer ongoing portfolio management services. An initial interview is complimentary to discuss your situation and goals. If you engage Lynchburg Wealth Management, they will analyze your financial needs and goals.
Assets Under Management$57M
Clients94
Advisors1
Avg. per Client$610K
Avg. per Advisor$57M
www.linkedin.com/company/lynchburg-wealth-manag... ·www.youtube.com/channel/ucufudny380bsngbftw_ccfa ·www.lynchburgwealth.com
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1M+ | 0.50% |
Asset-based fee is based on a blended tier. Fees may be discounted. Accounts for the same individual or household may be aggregated for fee discounting.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...
