Lincoln Edgar is a registered investment advisor at Edgar Investment Management LLC, based in Danville, CA, with 16 years of industry experience. Lincoln operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $5.9M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.85% |
| $5M+ | 0.50% |
Advisory fee may be negotiable.
Fee Estimator
Location
516 Buttonwood Dr, Danville, CA, 94506
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Edgar Investment Management LLC
Previous Registrations
LPL Financial Corporation
Associated Securities CORP.
State Registrations1 state
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