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
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH, 44122
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Mary works as a Senior Analyst and IAR at Capital Advisors, LTD LLC, providing financial planning analysis and support. This activity is investment-related and takes nearly full-time hours.