Lynx Investment Advisory provides investment consulting and portfolio management services to individuals, families, trusts, and institutional clients. Lynx helps clients identify investment goals, establish investment policy statements, determine optimal asset allocations, select third-party investment managers, and monitor portfolios on an ongoing basis. Portfolios are typically customized based on each client's individual needs, time horizon, risk tolerance, and tax considerations. Lynx operates on both a discretionary and non-discretionary basis, utilizing custodians such as Charles Schwab and Fidelity.
Assets Under Management$1.1B
Clients236
Advisors11
Avg. per Client$4.7M
Avg. per Advisor$100M
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Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 are negotiable on assets above $40,000,000. In some cases, clients may pay a fixed fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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