| 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
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.
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