AC
CFP

Anthony Henry Cortina

16 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
9 advisors
Number of Clients
244 clients
Average Client Portfolio
$5.3M average
Assets Under Management
$1.3B

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $5.0M0.75%
$5.0M - $20.0M0.60%
$20.0M - $40.0M0.50%
$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

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
Investment Management
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Advisor Information

Office location

575 Market Street, Suite 400, San Francisco, CA, 94105

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Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
Lynx Investment Advisory, LLC
June 2025 - Present · 7 mos
Previous Registrations
Farther
October 2024 - June 2025 · 8 mos
Hillman Capital Management INC
June 2024 - September 2024 · 3 mos
Wolf Group Capital Advisors
November 2022 - September 2023 · 10 mos
Lido Advisors
June 2022 - September 2022 · 3 mos
Rmb Capital Management
August 2008 - May 2022 · 13 yrs 9 mos
State Registrations4 states
DCMDNYVA
Advisor
Exams
No exam information available for this advisor.