Assets Under Management
$1.3B
Number of Clients
244
Number of Advisors
9
Average Client AUM
$5.3M
AUM per Advisor
$144.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lynx advises clients on investment goals, asset allocation, manager selection, account opening, performance review, and ongoing portfolio monitoring. Most portfolios are customized. Lynx also advises some discretionary accounts managed as a model portfolio.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $5.0M | 0.75% |
| $5.0M - $20.0M | 0.60% |
| $20.0M - $40.0M | 0.50% |
| $40M+ | 0.50% |
Fees negotiable on assets above $40,000,000
1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036