Lynch & Associates Fees & Minimum

Overview

Headquarters: Newburgh, IN
Total Firm Assets: $831 million
Average High-Net-Worth Client Portfolio Size: $3.7 million

Fee Disclosure

Source: ADV PART 2A (2026-02-19) · View brochure text

Min	Max	Disclosed Annual Rate
$0	$500,000	1.00%
$500,001	$1,000,000	0.90%
$1,000,001	$2,000,000	0.80%
$2,000,001	$3,000,000	0.70%
$3,000,001	$5,000,000	0.60%
$5,000,001	$10,000,000	0.50%
$10,000,001	$50,000,000	0.40%
$50,000,001	and above	0.30%

Estimated Annual Advisory Fees

Portfolio Value	Estimated Annual Fee	Effective Fee Rate
$1 million	$9,500	0.95%
$5 million	$36,500	0.73%
$10 million	$61,500	0.62%
$50 million	$221,500	0.44%
$100 million	$371,500	0.37%

Actual fees may vary; other investment costs may apply.

Clients

High-Net-Worth Share of Firm Assets: 72.35%
Number of High-Net-Worth Clients: 164
Total Client Accounts: 1,900
Discretionary Accounts: 1,680
Non-Discretionary Accounts: 220

Services Offered

Services: Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting

Regulatory Filings

SEC CRD Number: 108326

ADV PART 2A (2026-02-19) (fee schedule source) · View brochure text

View firm on SEC ↗ · Current Form ADV (PDF) ↗

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