Michael Dalleo
Michael Dalleo is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 37 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)
Regulatory
December 2006Other Business ActivitiesSells Insurance
Michael is a published author since 2021 and also serves as Grand Knight for the Knights of Columbus, a non-profit organization. Additionally, Michael is a licensed agent selling life insurance and Medicare supplement products, dedicating about 10-20% of his time to this activity.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
Legend Advisory CORP
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Waddell & Reed, INC.
Waddell & Reed, INC.Broker
Thrivent Investment Management INC.Broker
Nationwide Securities, INC.Broker
State Registrations13 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.