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

1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036

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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
March 2024 - Present · 1 yr 10 mos
State Registrations3 states
DCMDTX
Advisor
Exams
No exam information available for this advisor.