Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers various wrap fee programs with fees based on assets. These programs include Premier Asset Management, Select Manager, Manager Access, UMA, and PPM. The maximum annual Financial Advisor Fee is 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. Depending on the program selected, you will also pay a Manager Fee, UMA Fee and/or Sponsor Fee. Minimum investments vary by program, ranging from $10,000 to $250,000.
Areas of Practice
Advisor Information
Office location
111 Congressional Blvd., Suite 100, Carmel, IN, 46032
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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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Alex is the president of Marian University's alumni association, dedicating minimal time. He also works with Shepherd Financial in various roles, including as an IAR, insurance agent, and executive partner, spending nearly full-time on these activities.