Lynchburg Wealth Management
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$57,403,920
Total clients
94
13% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
94
Average account size
$610,680
Client services
Financial planning
Portfolio management
Educational seminars or workshops
Fee options
Financial check-up fee of $1,250; broad-based planning base fee of $1,500 plus hourly fees
$0 - $1,000,000: 1.00% annually $1,000,001+: 0.50% annually
$250 per hour, billed in 30-minute increments
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Lynchburg Wealth Management
1511 Enterprise Drive, Second Floor
Lynchburg VA 24502, United States
Number of offices
1
Forms ADV
Quick links
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