Robert Lincoln
Robert Lincoln is a registered investment advisor at Lincoln Investment Advisers, LLC, based in Chapel Hill, NC, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Real Estate Investing, Retirement Planning.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be reduced or waived for firm employees and are negotiable at management's discretion. New accounts include a $50 set-up fee.
Fee Estimator
Location
Chapel Hill, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Robert owns and manages residential rental properties under Redbud Student Rentals since 2006. This takes about a quarter of his time, with half of that time occurring during securities trading hours.
Employment History
Current Registrations
Lincoln Investment Advisers, LLC
Bts Asset Management, INC.
State Registrations1 state
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.
Exams
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