Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers wrap fee programs with fees covering financial planning consultation, investment advice, investment management, and clearing/trading costs. The Financial Advisor Fee is negotiable up to a maximum of 1.25% of assets. In addition to the Financial Advisor Fee, you will also pay an annual asset-based Platform Fee depending on your account type, as outlined in the tables. Depending on the program selected, you may also pay a Manager Fee, UMA Fee and/or Sponsor Fee. Minimum investments vary by program, ranging from $10,000 to $1,000,000.
Areas of Practice
Advisor Information
Office location
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
Get directionsRegulatory History (2)
Customer Dispute
June 2015Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Alan is a partner in a family limited partnership, an investment advisor representative, and a trustee for a family foundation and trusts. He also sells life, disability, and long-term care insurance and fixed and indexed annuities, and manages assets for various entities, dedicating about a quarter of his time to Beacon Financial Advisory, LLC.