Lincoln Dacosta
Lincoln Dacosta is a registered investment advisor at Innovative Family Office LLC, based in Melville, NY, with 26 years of industry experience. Lincoln operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 25 clients with $22M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee ranges up to 1.50% of assets under management. The firm may also negotiate other fee schedules, such as an annual fixed fee or a tiered fee schedule. For all investments in Unaffiliated Private Funds, the management fee is set at a flat rate of 1.00% of assets under management.
Fee Estimator
Location
425 Broad Hollow, #312, Melville, NY, 11747
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
September 1997Other Business Activities
Lincoln is a notary in New York, spending minimal time on this activity. He also has 100% ownership of Riverside Advisory Group, Inc. and 50% ownership of Walldac Consulting Group, LLC, both of which support his Finet practice, and spends nearly full-time hours on Riverside Advisory Group, Inc.
Employment History
Current Registrations
Innovative Family Office LLC
Previous Registrations
Wells Fargo Advisors
Wells Fargo Advisors Financial Network, LLCBroker
J.P. Morgan Securities LLC
J.P. Morgan Securities LLCBroker
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Gilford Securities IncorporatedBroker
Joseph Stevens & Company, INC.Broker
National Securities CorporationBroker
The Boston GroupBroker
Hampshire Securities CorporationBroker
Barington Capital Group, L.P.Broker
State Registrations1 state
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.