Lynx Advisory Partners provides investment advice to high net worth individuals, trusts, family offices, and institutions. Lynx Advisory Partners offers both discretionary and non-discretionary investment advisory services. Lynx Advisory Partners works with clients to establish an investment profile and implement an investment strategy through a combination of investment products. Lynx Advisory Partners may refer clients to unaffiliated third-party money managers.
Assets Under Management$220M
Clients113
Advisors3
Avg. per Client$2M
Avg. per Advisor$74M
Fee Structure
Minimum Investment:$200K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $3.0M | 1.50% |
| $3.0M - $10.0M | 1.00% |
| $10M+ | 1.00% |
Fees above $10mm are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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