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Lincoln Dacosta

Innovative Private Wealth Management INC.
27 Years of Experience
Freeport, NY
1 Disclosure
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Lincoln Dacosta is a registered investment advisor at Innovative Private Wealth Management INC., based in Freeport, NY, with 27 years of industry experience. Lincoln operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 417 clients with $370M in assets under management.

Innovative Private Wealth Management INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
12 advisors
Number of Clients
417 clients
Average Client Portfolio
$880K average
Assets Under Management
$367.0M

Fee Structure

Minimum Investment:$100K
Planning is included in investment management
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.00%

Fees range up to 2.00% annually and are negotiable based on factors such as assets under management, range of investments, and complexity of circumstances.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

Freeport, NY

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History

Regulatory History (1)
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Employment Separation After Allegations
September 1997
View Full SEC ReportHow to Read Disclosures
Other 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 Private Wealth Management INC.
July 2026 - Present · 3 mos
Previous Registrations
Innovative Family Office LLC
March 2025 - August 2026 · 1 yr 5 mos
Wells Fargo Advisors
November 2017 - March 2025 · 7 yrs 4 mos
Wells Fargo Advisors Financial Network, LLCBroker
November 2017 - March 2025 · 7 yrs 4 mos
J.P. Morgan Securities LLC
October 2012 - November 2017 · 5 yrs 1 mo
J.P. Morgan Securities LLCBroker
October 2012 - November 2017 · 5 yrs 1 mo
Chase Investment Services CORP.
January 2008 - October 2012 · 4 yrs 9 mos
Chase Investment Services CORP.Broker
March 2006 - October 2012 · 6 yrs 7 mos
Gilford Securities IncorporatedBroker
April 2002 - August 2004 · 2 yrs 4 mos
Joseph Stevens & Company, INC.Broker
January 1999 - April 2002 · 3 yrs 3 mos
National Securities CorporationBroker
July 1998 - September 1998 · 2 mos
The Boston GroupBroker
January 1998 - July 1998 · 6 mos
Hampshire Securities CorporationBroker
October 1997 - January 1998 · 3 mos
Barington Capital Group, L.P.Broker
July 1997 - September 1997 · 2 mos
State Registrations1 state
NY
Advisor

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Exams
No exam information available for this advisor.
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