Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
9 advisors
Number of Clients
244 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$1.3B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $20.0M0.60%
$20.0M - $40.0M0.50%
$40M+0.50%

Fees negotiable on assets above $40,000,000

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
Lynx Investment Advisory, LLC
March 2024 - Present · 1 yr 11 mos
State Registrations3 states
DCMDTX
Advisor
Exams
No exam information available for this advisor.