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
Stevensville, MI
Get directionsRegulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alan is an employee at Executive Tax & Financial Services, focusing on tax preparation, financial planning, and related services, dedicating full-time hours to this role. Alan also owns Serenity Beachhouse Rentals, spending minimal time on repair and maintenance during the off-season.