Lincoln Investment
Assets Under Management
$18.9B
Number of Clients
137,534
Number of Advisors
982
Average Client AUM
$137K
AUM per Advisor
$19.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
About This Firm
Lincoln Investment Planning, LLC provides wrap fee programs where clients pay a bundled fee for investment advice, management, and transaction costs. They offer various programs on the Lincoln Signature Solutions platform and other third-party custodians. The firm acts as a fiduciary, providing investment recommendations in the client's best interest. Fees are negotiable at the Advisor’s sole discretion and to a maximum fee that is established by Lincoln Investment.
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
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034-3232