Hinduja-Lynx offers investment consulting services to both individual and institutional clients. The firm assists clients with identifying investment goals, creating an investment policy, determining asset allocation, researching and choosing investment managers, account opening, performance review, and ongoing portfolio monitoring. Recommendations are based on factors like time horizon, risk tolerance, and liquidity needs.
Assets Under Management$0
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
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
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
0 Advisors at this firm
No advisors found for this firm.