The Lynd Group Advisors, LLC (LGA) provides non-discretionary asset management for fee-based fixed index annuities. LGA also refers clients to third-party money managers (TPMs) and receives a portion of the advisory fees charged by the TPM. LGA acts as a liaison between the client and the TPM. LGA also holds seminars and workshops to educate the public on different types of investments.
Assets Under Management$0
ClientsN/A
Advisors3
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1000K | 0.90% |
| $1M+ | 0.80% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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