L
Lynch, Winton & Associates, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,793,673
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$798,946
About
Lynch, Winton & Associates, LLC provides fee-only investment advisory services to individuals, families and high-net-worth individuals, managing both tax‑deferred retirement and taxable accounts. According to its Form ADV, the firm reported $6,960,490 in nondiscretionary assets under management as of December 31, 2023 and offers ongoing portfolio management and written investment plans.
The firm develops personalized, written investment plans and typically constructs diversified portfolios of stocks and bonds using primarily no‑load mutual funds, with the lion’s share of client accounts composed of actively managed no‑load funds while index funds and certain alternatives may also be used. LWA does not exercise trading discretion—clients must review and approve transactions—and the adviser operates on a percentage‑of‑AUM, fee‑only basis while recommending Charles Schwab as custodian.
What is noteworthy is LWA’s strictly nondiscretionary model, which is uncommon among independent advisers (only a small minority take that approach), so clients retain final approval of each trade. The firm also documents its process with quarterly reports and written invoices, relies on third‑party research sources such as Morningstar, Kiplinger and Schwab when selecting mutual funds, and discloses that it does not sell insurance, participate in wrap programs, or accept referral compensation.
Client services
Financial planning
Portfolio management
Expertise
Private / alternative investments
Passive / index investing
Active portfolio management
Real estate investing
Fee options
$0 - $100,000: 1.25% $100,001 - $200,000: 1.00% $200,001+: 0.75% $0 - $500,000: 1.50% $500,001 - $1,000,000: 1.10% $1,000,001+: 0.85% $0 - $500,000: 1.75% $500,001 - $1,000,000: 1.10% $1,000,001+: 0.85%
Fee-only: Fee-only investment advisory services based on percentage of assets under management.
Main office location
Lynch, Winton & Associates, LLC
Swarthmore PA, United States
Number of offices
1
Most active in
Lynch, Winton & Associates, LLC has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
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.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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