Lynn Panagos is a registered investment advisor at Asb Capital Management LLC, based in Bethesda, MD, with 22 years of industry experience. Lynn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Real Estate Investing, Retirement Planning. Their firm serves 83 clients with $37B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10.0M | 1.00% |
| $10M+ | 1.00% |
Rates shown are for balanced and equity accounts. Fixed-income accounts are charged 0.75% up to $10,000,000. Fees are negotiable for amounts over $10,000,000. Smaller accounts may be subject to a minimum annual fee.
Fee Estimator
Location
7501 Wisconsin Avenue, 14th Floor, Bethesda, MD, 20814
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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 →Employment History
Current Registrations
Asb Capital Management LLC
Chevy Chase Trust Company
State Registrations3 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.
Exams
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