Lynch Investment Planning LLC

Item 5: Fees and Compensation
  A.​ We charge asset-based and/or flat fees for our services, depending on the specific services for
      which you engage us. Our fees and fee ranges as set forth herein reflect the typical fees we
      charge to clients; however, the specific fees charged to a particular client will vary from client to
      client. Each client should review the services agreement signed with us for the fees that will be
      charged and how fees will be payable. Our fees may vary from client to client due to historical or
      ‘grandfathered’ fee schedules that are no longer offered, the nature and scope of the services to
      be provided to the client, personal or familial relationships with the client, and other factors that
      we deem relevant. Fees are negotiable, but we reserve the right to accept or reject different fees
      proposed by the client.​

  B.​ Investment Management.
      ​
      We are compensated for our investment management services by fees charged based on the
      client’s assets designated to be under our management, advisement, and/or supervision. Our
      typical asset-based fee schedule is set forth in the table below, subject to a minimum annual fee
      of $2,500 per year (applied in monthly increments):​

           Client Assets Under Management,                              Annual Fee Percentage
            Advisement, and/or Supervision
                 On the first $100,000.00                                      1.25%
                 On the next $250,000.00                                       1.00%
                 On the next $500,000.00                                       0.85%
                On the next $1,000,000.00                                      0.75%
                On the remaining amount                                        0.50%

      The asset-based fees set forth above reflect a “tiered” or “blended” fee schedule, which means
      that different annual fee percentages will apply to different ranges of client assets under Adviser’s
      management. Fees are charged monthly in arrears and based upon the gross market value of the
      client’s assets designated to be under our management, advisement, and/or supervision as of the
      last business day of the calendar month, multiplied by one-twelfth (1/12) of the annual fee
      percentage. Asset-based fees are prorated from the date that the client’s assets are first
      designated to be under our management, advisement, and/or supervision through the effective
      date of termination of our engagement. Accounts that are opened or closed during the month
      shall be charged a pro rata fee in consideration of the period of time for which the account is
      designated to be under our management, advisement, and/or supervision.​
      ​
      Asset-based fees are generally deducted from one or more of the client’s accounts under our
      management, advisement, and/or supervision, but we may also agree to accept payment via
      third-party payment processor or check.

      If a client service agreement is terminated during the month, the pro rata fees earned through the
      effective date of the termination will be billed to the client.

  C.​ Standalone Financial Planning.

      In consideration of our standalone financial planning services (that are not provided in conjunction
      with investment management services), we charge a minimum one-time flat fee of $2,500 per
      engagement. Twenty-five percent (25%) of the flat fee is generally due upon initial engagement,
      with the balance due upon satisfactory completion of the standalone financial planning services to
      be rendered. The flat fee is based on the nature, complexity, and scope of the financial planning
      services to be rendered.​

                                       Date of Brochure: May 19, 2026

    In the event of early termination before the completion of our standalone financial planning
    engagement, any prepaid but unearned fees will be refunded to the client based on the
    percentage of services completed up to the effective date of termination; conversely, any earned
    but unpaid fees will be due and payable by the client based on the percentage of services
    completed up to the effective date of termination. Upon termination of our engagement, any
    completed deliverables will be provided to the client.

D.​ Pension Consulting Services.​

    We are compensated for our pension consulting services by fees charged based on the gross
    market value of a Plan’s assets designated to be under our management, advisement, and or
    supervision as of the last business day of the calendar month, multiplied by one-twelfth (1/12) of
    the annual fee percentage. Our typical asset-based fee schedule ranges from 0.25% to 1.00%
    per year, subject to a minimum annual fee of $2,500 per year (applied in monthly increments).
    Our asset-based pension consulting fee is typically a flat percentage amount applied to all assets
    in the Plan, deducted pro rata across all participant accounts (though we may alternatively agree
    to accept payment from the Plan sponsor via third-party payment processor or check.​
    ​
    Asset-based fees are prorated from the date that the Plan’s assets are first designated to be
    under our management, advisement, and/or supervision through the effective date of termination
    of our engagement. Accounts that are opened or closed during the month shall be charged a pro
    rata fee in consideration of the period of time for which the account is designated to be under our
    management, advisement, and/or supervision.​

    If a client service agreement is terminated during the month, the pro rata fees earned through the
    effective date of the termination will be billed to the client.

E.​ Tax Preparation and Filing.​
    ​
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Item 7: Types of Clients
We generally provide our services to individuals, high-net-worth individuals, charitable organizations,
foundations, endowments, and defined contribution plans, defined benefit plans, or other employee
benefit plans. There is no minimum account size, but there is a minimum fee of $2,500 per year for our
services.

                                        Date of Brochure: May 19, 2026