Fisher Lynch Capital, LLC

CRD#160694
Investment Advisor Firm

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Learn more about Fisher Lynch Capital, LLC

  • Overview
  • By the Numbers
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Fisher Lynch Capital, LLC is a financial advisory firm based in San Mateo, California. Fisher Lynch Capital, LLC manages $4.9 billion in assets under management throughout 11 client accounts, making it one of the largest firms in the nation by assets under management (AUM). It has a small group, including 9 financial advisors. Fisher Lynch Capital, LLC does not act as a registered broker-dealer, meaning the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable financial investments like options, bonds and stocks.

    Fisher Lynch Capital, LLC oversees all of the company's client assets on a discretionary basis. Discretionary management is a structure in which buy and sell judgments are made by a portfolio manager without requiring client permission. The advisory firm manages about $444.9 million in assets for every client account. The typical advisor at Fisher Lynch Capital, LLC oversees around one client account, placing it among the most personalized firms in the country.

    The company's headquarters is at 2929 Campus Drive, San Mateo, California 94403. Fisher Lynch Capital, LLC is registered to provide services to clients throughout a number of states, including California and Massachusetts.

    Assets Under Management

    $4.9 billion

    Number of Advisors

    9

    Disclosures

    No

    Office Location

    2929 Campus Drive
    San Mateo, CA 94403

    Fisher Lynch Capital, LLC by the Numbers

    Total Assets Under Management

    $4.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    18

    National Average: 64
    Total Number of Accounts

    11

    National Average: 375,227
    Average Account Size

    $444.9 million

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors largely depend on which services the firm provides the client. However, fee types charged by the company most likely include some blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by the firm.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    Fisher Lynch Capital, LLC provides services to pooled investment vehicles. Out of its 11 customers, Fisher Lynch Capital, LLC's largest client by number of accounts is pooled investment vehicles. None of the company's accounts reside abroad.

    • High-Net-Worth Individuals* - 0%
    • Other Individuals - 0%
    • Corporations - 100%
    • Charitable Organizations - 0%

    * The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.

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    Disclosures

    Fisher Lynch Capital, LLC does not have any disclosures.

    Please visit its Form ADV for more details.

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