Kishore Shah is a ChFC-designated registered investment advisor at Lynx Investment Advisory, LLC, based in Vienna, VA, with 43 years of industry experience. Kishore operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 244 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20.0M - $40.0M | 0.50% |
| $40M+ | 0.50% |
Fees negotiable on assets above $40,000,000
Fee Estimator
Location
Vienna, VA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kishore has been involved in insurance sales since 1998 and owns Indus Financial Group LLC. He spends nearly all of his time as an investment advisor representative with The Patriot Financial Group Insurance Agency, LLC and as a registered representative with Securities America, Inc.
Employment History
Current Registrations
Lynx Investment Advisory, LLC
Previous Registrations
The Patriot Financial Group, LLC
Verus Capital Partners, LLC
Verus Capital Partners, LLC
Securities America Advisors, INC.
Securities America, INC.Broker
Signator Investors, INC.Broker
John Hancock Mutual Life Insurance CompanyBroker
The Equitable Life Assurance Society of the United StatesBroker
Equico Securities, INC.Broker
John Hancock Distributors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.