Robert Frankl
Robert Frankl is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 24 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
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
November 2000Customer Dispute
October 2000Other Business Activities
Robert owns personal rental property since 2006 and is a partner in real estate investments since 2019, dedicating minimal time to each. He also owns Palm Realty Company of South Florida, LLC, working as a real estate broker in the evenings and on weekends, which takes a few hours per week.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Lincoln Investment
Previous Registrations
Legend Advisory, LLC
Legend Equities CorporationBroker
First American Capital and Trading CorporationBroker
1st Discount Brokerage, INC.Broker
Muriel Siebert & CO., INC.Broker
State Registrations3 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.