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 (1)
Customer Dispute
June 2017Other Business ActivitiesSells Insurance
Gregory is the CEO and investment advisor for Beacon Financial Advisory LLC, dedicating about a quarter of his time to asset allocation and investment strategies. He also sells life insurance and oversees the operation of Beacon Financial Partners LLC, dedicating nearly full-time hours to this.