Margy Lin is a registered investment advisor at Halcyon Investment Advisor, based in Los Angeles, CA, with 4 years of industry experience. Margy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 73 clients with $50M 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 $2.0M | 1.50% |
| $2.0M - $5.0M | 1.20% |
| $5.0M - $10.0M | 1.10% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 0.70% |
Fees and payment methods may be negotiable based on factors such as the client’s financial situation and circumstances, the amount of assets under management, investment strategies, and the overall complexity of the services provided. Comparable services may be available at lower fees from other sources.
Fee Estimator
Location
Los Angeles, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Halcyon Investment Advisor
Previous Registrations
Halcyon Investment Advisor
State Registrations1 state
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