Lynch Financial Group (LFG) provides ongoing portfolio management based on your individual goals and risk tolerance. LFG creates a plan to help select a portfolio that matches your specific situation. LFG also offers financial planning, including investment, insurance, tax, retirement, college, and debt/credit planning.
Assets Under Management$7.6M
Clients18
Advisors2
Avg. per Client$420K
Avg. per Advisor$3.8M
Fee Structure
Planning is included in investment management (also available separately)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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