Lynn Fisel is a registered investment advisor at Compass Financial Advisors LLC, based in Chesterton, IN, with 27 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 659 clients with $280M 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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Location
160 Rail Road, Suite 2, Chesterton, IN, 46383
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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.
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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.
Employment History
Current Registrations
Compass Financial Advisors LLC
Previous Registrations
Questar Asset Management, INC.
State Registrations1 state
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.
Exams
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