Zachary Abrams is a CFP-designated registered investment advisor at Lincoln Investment, based in Shaker Heights, OH, with 20 years of industry experience. Zachary is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B 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 | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122
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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
Zachary supports partners in financial planning at Capital Advisors, Ltd., taking more than full-time. He also owns a real estate investment LLC, assists with investment decisions for nonprofits, advises on retirement plans, and is involved with a chatbot platform and a non-profit board.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Capital Advisors, LTD., LLC
Previous Registrations
Capital Analysts
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
State Registrations9 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.
Exams
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