Brian Chait is a registered investment advisor at Lynx Capital Group LTD, based in Beachwood, OH, with 26 years of industry experience. Brian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 71 clients with $290M 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 | 1.50% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for accounts over $1,500,000.
Fee Estimator
Location
Beachwood, OH
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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 Activities
Brian offers administrative services and advice to the Fund of Elite Managers LP, dedicating a few hours per week. He is also a sub-advisor to BC Global Opportunity Fund, LP, spending about a quarter of his time on this activity.
Employment History
Current Registrations
Lynx Capital Group LTD
Previous Registrations
2 Knights Wealth Management, LLC
Mai Wealth Advisors LLC
State Registrations2 states
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