Lynx Capital Group is a fee-only investment management firm that provides investment advice and manages investment portfolios for individuals, high net worth individuals, trusts, estates, pension plans, profit sharing plans, corporations, and other businesses. Lynx emphasizes personalized service and tailors investment plans to each client's risk tolerance and long-term objectives. They primarily use stocks, bonds, exchange traded funds, and covered options transactions.
Assets Under Management$290M
Clients71
Advisors1
Avg. per Client$4M
Avg. per Advisor$290M
Fee Structure
Minimum Investment:$500K
Investment management only (planning not offered)
Minimum Annual Fee:$1,500
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.50% |
| $1.0M - $1.5M | 1.00% |
| $1.5M+ | 1.00% |
Fees negotiable for accounts over $1,500,000.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Loading...