Khai Le
Khai Le is a registered investment advisor at Lincoln Investment, based in Lombard, IL, with 26 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
Suite 150, 500 Waters Edge, Lombard, IL, 60148
Get directionsHistory
Regulatory History (2)
Customer Dispute
March 2003Customer Dispute
September 2002Other Business ActivitiesSells Insurance
Khai is a co-owner of two boba tea shops, where his spouse handles operations. He also owns real estate investment properties, operates Wealthguide Advisors LLC for financial services and insurance sales, and is an agent for THG Financial Strategies selling non-variable insurance products; these activities take up a significant amount of his time.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Capital Analysts
Lincoln InvestmentBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations6 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.