Arthur Smith is a registered investment advisor at Lincoln Investment, based in Howell, NJ, with 21 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
Howell, NJ
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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
Arthur is an owner/host of a short-term rental (Airbnb/VRBO) since 2023, spending a few hours per week managing reservations, cleaning, and maintaining the sailboat. This activity is not investment-related.
Employment History
Current Registrations
Lincoln InvestmentBroker
Lincoln Investment
Lincoln Investment
Capital Analysts
Previous Registrations
LPL Financial LLCBroker
LPL Financial LLC
Investment Professionals, INC.
Investment Professionals, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
Wells Fargo Advisors, LLCBroker
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.