| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiated.
160 Rail Road, Suite 2, Chesterton, IN, 46383
Get directionsNo 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 →Lynn is a CPA since 1977 and an RIA with Compass Financial Advisors/Fisel Investment Services since 1994, dedicating minimal time to the latter. Lynn also holds positions in several non-investment related organizations, including Chairman of the Hebron United Methodist Church Endowment Committee, a member of the Boone Township School Building Corp, Treasurer of the Hebron Lions Club, and owns Property 49 LLC.