David Eliades is a registered investment advisor at Lincoln Management, based in Carlisle, MA, with 21 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 43 clients with $67M 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 | 0.50% |
Fee Estimator
Location
531 Curve Street, Po Box 824, Carlisle, MA, 01741
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lincoln Management
State Registrations1 state
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