Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | 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
Lynx's standard consulting fees are based on assets under management, as detailed in the fee table. These fees cover Lynx's advisory services but exclude transaction fees, brokerage commissions, or other management fees charged by third parties. Fees are generally paid quarterly, in advance, based on the value of the client’s accounts as of the close of the previous business quarter, unless otherwise negotiated. Fees may be paid quarterly in arrears in some cases. From time to time, Lynx may offer clients who request it a fixed fee for its services.
Areas of Practice
Advisor Information
Office location
Vienna, VA
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Kishore has been involved in insurance sales since 1998 and owns Indus Financial Group LLC. He spends nearly all of his time as an investment advisor representative with The Patriot Financial Group Insurance Agency, LLC and as a registered representative with Securities America, Inc.