Advisor at Lynx Investment Advisory, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Washington, DC 20036
Credentials
Series 65
Industry experience
21 years
Kara Lilian is a financial advisor at Lynx Investment Advisory, LLC with 21 years of industry experience. She holds the Series 65 designation and has been with Lynx Investment Advisors since 2003. Lynx Investment Advisory serves individual and institutional clients, providing investment consulting, policy development, manager research, and portfolio monitoring. The firm creates customized allocations implemented primarily through third-party managers and offers both discretionary and non-discretionary portfolio management, including advisory services for pooled investment vehicles.
Based on Lynx Investment Advisory, LLC
Based on Lynx Investment Advisory, LLC
Fixed fees offered in some cases, negotiated individually.
$0 - $1,000,000: 1.00% per year $1,000,001 - $5,000,000: 0.75% per year $5,000,001 - $20,000,000: 0.60% per year $20,000,001 - $40,000,000: 0.50% per year Above $40,000,000+: Negotiable
Performance-based fees charged by affiliated Select Investment Solutions LLC for the Select Real Asset and Water Fund LLC; not charged on assets allocated to the fund for consulting clients.
Fee-only: Some clients may pay a fixed fee; fees are negotiated on a case-by-case basis.
1100 Connecticut Avenue, Nw , Suite 540
Washington, DC 20036
District of Columbia
Lynx Investment Advisors, LLC
2003 - Present (23 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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