Lynx Investment Advisory offers investment consulting services, helping clients define their investment goals, create investment policies, and determine asset allocations. Lynx researches and recommends investment managers, assists with account setup, monitors performance, and provides ongoing portfolio oversight. While most portfolios are customized, Lynx also manages some accounts using a model portfolio.
Assets Under Management$1.3B
Clients244
Advisors9
Avg. per Client$5.3M
Avg. per Advisor$140M
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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 negotiable on assets above $40,000,000
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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