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How does the advisor help clients – Key Takeaways:
Lynch & Associates is a leading financial advisory firm that prides itself on providing clients with expert financial guidance and support. With years of experience in the industry, the team at Lynch & Associates has the knowledge and expertise to assist clients in reaching their financial goals.
Facts and Insights
One of the key aspects that sets Lynch & Associates apart from other financial advisory firms is their commitment to providing clients with transparent and unbiased advice. This means that they do not have any conflicts of interest and are solely focused on helping their clients make sound financial decisions.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
Lynch & Associates provides a comprehensive range of financial services to cater to the diverse needs of their clients. Some of the core services offered by the firm include investment management, retirement planning, tax planning, and estate planning.
Client Types
The team at Lynch & Associates works with a wide range of clients, including high net worth individuals, families, and small business owners. They also cater to clients at various life stages, from young professionals to retirees.
Fees & Compensation
Lynch & Associates operates on a fee-only basis, which means that they receive compensation solely from the fees charged for their services. This ensures that their clients’ best interests are always the top priority, as there is no incentive for the firm to sell any particular financial product.
Background
Lynch & Associates was founded in 2006 by financial expert John Lynch. With over 25 years of experience in the financial industry, John has built a strong team of advisors who share his passion for helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
As a respected and accredited financial advisory firm, Lynch & Associates prides itself on maintaining full transparency with their clients. Some important disclosures to be aware of include:
- Lynch & Associates receives compensation solely from the fees they charge for their services, and not from any third party.
- The firm has no conflicts of interest, so clients can trust that their advisors have their best interests at heart.
- Lynch & Associates does not have any disciplinary actions or regulatory sanctions on record.