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 $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $3.0M | 1.00% |
| $3M+ | 0.65% |
Fees may be negotiable.
Fee Estimator
Fees for financial planning are charged on a fixed project or hourly basis, not to exceed $250/hour. Asset Allocation and Portfolio Supervision fees are based on a percentage of assets under management (see table). Managed Non-Discretionary Assets also follow the same fee schedule as Asset Allocation and Portfolio Supervision. Retirement Plan Advisory Services also have their own fee schedule based on plan assets. Fees are negotiable and may differ from those described.
Areas of Practice
Advisor Information
Office location
160 Rail Road, Suite 2, Chesterton, IN, 46383
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 Activities
Lynn is a CPA since 1977 and an RIA with Compass Financial Advisors/Fisel Investment Services since 1994, dedicating minimal time to the latter. Lynn also holds positions in several non-investment related organizations, including Chairman of the Hebron United Methodist Church Endowment Committee, a member of the Boone Township School Building Corp, Treasurer of the Hebron Lions Club, and owns Property 49 LLC.