Benjamin Lincoln
Benjamin Lincoln is a registered investment advisor at Redwood Wealth Management, LLC, based in Santa Monica, CA, with 22 years of industry experience. Benjamin operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 434 clients with $490M 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 | 2.90% |
Fees are negotiable at the account opening. For separate accounts managed by third-party managers, the combined total fee charged to each client by Redwood and the third-party money manager shall not exceed 2.90% of the client’s assets under management. Redwood's portion of the fee will not exceed 2.40%; 0.50% is paid to the third-party investment manager.
Fee Estimator
Location
100 Wilshire Blvd, Suite 260, Santa Monica, CA, 90401
Get directionsHistory
Regulatory History (2)
Regulatory
September 2021Employment Separation After Allegations
November 2014Other Business Activities
Benjamin is the President of Redwood Wealth Management, where he handles bill pay and sends/receives LOAs to facilitate payments. This activity takes minimal time and is not investment-related.
Employment History
Current Registrations
Redwood Wealth Management, LLC
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
A. G. Edwards & Sons, INC.
A. G. Edwards & Sons, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
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.