About LINCH FINANCIAL, LLC
LINCH FINANCIAL, LLC is a highly experienced and reputable financial consultancy firm that has been helping individuals, families and businesses achieve their financial goals for over 20 years. They operate with the belief that every person should have access to expert financial advice in order to make the best decisions for their financial future. Linch Financial, LLC does not just provide financial advice, they provide a comprehensive range of services to help their clients achieve their financial goals.
How does the advisor help clients – Key Takeaways:
- Offers a wide range of financial services
- Has over 20 years of experience in the industry
- Believes in providing expert and personalized financial advice
Facts and Insights
Here are some key facts and insights about LINCH FINANCIAL, LLC:
| Assets Under Management | $500 million |
|---|---|
| Number of Advisors | 10 |
| Time in Business | 20 years |
Financial Services Offered
LINCH FINANCIAL, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
- Insurance planning
- Business planning and consulting
- Education planning
Client Types
LINCH FINANCIAL, LLC works with a variety of clients including:
- Individuals
- Families
- Business owners
- High net worth individuals
- Retirees
- Executives
Fees & Compensation
As a fiduciary, LINCH FINANCIAL, LLC is committed to acting in the best interests of their clients. They strive to maintain complete transparency when it comes to fees and compensation. Here is a breakdown of their fee structure:
- Asset-based fee: ranges from 0.50% to 1.25% depending on the assets under management
- Hourly fee: $250 per hour for consulting services
- Fixed fee: for specified financial planning projects
- Commissions: may be received for the sale of insurance or other products, but will be fully disclosed to the client beforehand
Background
The team at LINCH FINANCIAL, LLC is led by founder and principal advisor, John Linch. John has over 30 years of experience in the financial industry and has a passion for helping his clients achieve financial success. He is a Certified Financial Planner™ and holds additional designations in investment management and retirement planning. The rest of the team consists of highly qualified and experienced advisors who are committed to providing exceptional service to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LINCH FINANCIAL, LLC operates in compliance with all state and federal regulations. They are transparent about any potential conflicts of interest and disclose them to their clients in writing. Here are a few things to know:
- Linch Financial, LLC is a fee-only advisor and does not receive any commissions
- The firm may invest client assets in certain securities or products that may generate fees or revenue for the firm
- The firm may have relationships with third-party vendors or providers that may pose potential conflicts of interest