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
9839 S. 168th Ave, Ste 2B, Omaha, NE, 68136
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No disclosures, customer disputes, or regulatory actions on file.
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Adam is a salaried financial professional at Croker & Associates LLC, managing client accounts, which takes nearly full-time hours. He also owns a sports podcast called Off the Perch, dedicating a few hours per week to it.