Lynx Investment Advisory, LLC
Assets Under Management
$1.3B
Number of Clients
244
Number of Advisors
9
Average Client AUM
$5.3M
AUM per Advisor
$144.9M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lynx Investment Advisory offers investment consulting services, assisting clients with goal identification, Investment Policy Statements, asset allocation, manager research, account opening, performance review, and portfolio monitoring. Portfolios are customized, considering factors like time horizon, risk tolerance, and tax considerations. Lynx also advises discretionary accounts managed as a model portfolio.
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
Location
1100 Connecticut Avenue, Nw, Suite 300, Washington, DC, 20036