David James Lincoln

Moneco Advisors

49 Years of Experience

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Firm Information

Moneco Advisors

Compensation

Fee-Only (AUM)Fixed/Hourly

Number of Advisors

36 advisors

Number of Clients

2,822 clients

Average Client Portfolio

$679K average

Assets Under Management

$1.9B

Fee Structure

Financial Plan Fee:$1,500 - $20,000

Hourly Rate:Up to $350/hr

Moneco Advisors charges fees for asset management, retirement plan consulting, and financial planning. Asset management fees are a percentage of assets under management, not exceeding 2.00% annually. Retirement plan consulting fees can be based on plan assets (up to 1.00%), hourly rates (up to $250/hour), or flat fees (up to $25,000). Financial planning fees are hourly (up to $350/hour) or flat (ranging from $1,500 to $20,000). Clients may also incur transaction fees and other custodial charges. Fees are negotiable.

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Areas of Practice

Investment ManagementRetirement PlanningTax PlanningEstate PlanningEducation PlanningInsurance PlanningFinancial Planning & CoachingBusiness OwnersHigh Net Worth

Advisor Information

Office location

2150 Post Road, Suite 201, Fairfield, CT, 06824

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Regulatory History (1)

What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.

Customer Dispute

January 1986

Settled

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Other Business ActivitiesSells Insurance

David uses David J Lincoln LLC for tax purposes. He also serves as an investment advisor representative under the name Moneco Advisors LLC, spending full-time hours on activities such as financial planning and investment advice. David also engages in non-variable insurance activities, dedicating a few hours per week.