Robert Fisch
Robert Fisch is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 27 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.
Location
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History (1)
Criminal
July 1985Other Business ActivitiesSells Insurance
Robert has been an insurance agent selling non-variable insurance in Philadelphia since 2003. This activity is investment-related.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Citizens Investment Services
Citizens Securities, INC.Broker
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
LPL Financial CorporationBroker
Ifmg Securities, INC.Broker
Nylife Securities INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.