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
5150 Charlestown Road, Suite 2, New Albany, IN, 47150
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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Garrett is treasurer and/or board member for multiple non-profit organizations and a political action committee, dedicating minimal time to each. He also works as an investment advisor representative and sells insurance products, spending a few hours per week on each.