Alan Yanowitz
Alan Yanowitz is a registered investment advisor at Lincoln Investment, based in Cleveland, OH, with 35 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
25825 Science Park Drive, Suite 110, Cleveland, OH, 44122
Get directionsHistory
Regulatory History (2)
Customer Dispute
June 2015Customer Dispute
October 2012Other Business ActivitiesSells Insurance
Alan is a partner in a family limited partnership, an investment advisor representative, and a trustee for a family foundation and trusts. He also sells life, disability, and long-term care insurance and fixed and indexed annuities, and manages assets for various entities, dedicating about a quarter of his time to Beacon Financial Advisory, LLC.
Employment History
Current Registrations
Lincoln Investment
Beacon Financial Advisory LLC
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
Securities America Advisors, INC.
Securities America, INC.Broker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
The Lincoln National Life Insurance CompanyBroker
State Registrations7 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.