Mary Kozar is a CFP-designated registered investment advisor at Lincoln Investment, based in Shaker Heights, OH, with 28 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
20600 Chagrin Blvd Suite 1115, Shaker Heights, OH, 44122
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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.
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Mary works as a Senior Analyst and IAR at Capital Advisors, LTD LLC, providing financial planning analysis and support. This activity is investment-related and takes nearly full-time hours.
Employment History
Current Registrations
Lincoln InvestmentBroker
Capital Advisors, LTD., LLC
Previous Registrations
Capital Analysts, IncorporatedBroker
State Registrations2 states
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