Lincoln Investment Advisers, LLC
Assets Under Management
$1.7M
Number of Clients
3
Number of Advisors
1
Average Client AUM
$573K
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Lincoln Investment Advisers, LLC provides fee-based investment advisory services, practicing custom portfolio management on a discretionary basis. The advisor uses an allocation strategy aimed at reducing risk and increasing performance, utilizing various securities and mutual funds. They also offer financial consultations to clients who don't retain them for discretionary investment management.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Investment Advisory fees may be reduced or waived for directors, officers, and employees of LIA at the discretion of management. These fees may be negotiated by LIA at its sole discretion.
Fee Estimator
LIA charges a quarterly management fee in advance based on the account's net asset value (NAV). The fee schedule is 2.00% for amounts under $50,000, 1.50% for amounts between $50,000 and $99,999, 1.00% for amounts between $100,000 and $999,999, and 0.75% for amounts $1,000,000 and above. Clients may choose to pay an hourly consultation fee of $150 instead. New separate accounts will be charged a set-up fee of $50. Accounts totaling less than $25,000 are accepted only at LIA's discretion.
Areas of Practice
Location
NC, United States