IM
IM

Ian Mclaughlin

11 Years of Experience
Fort Washington, PA
Broker

Ian Mclaughlin is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 11 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
974 advisors
Number of Clients
137,534 clients
Average Client Portfolio
$137K average
Assets Under Management
$18.9B

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.

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Location

601 Office Center Drive, Suite 300, Fort Washington, PA, 19034

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Previous Registrations
Lincoln Investment
February 2020 - March 2026 · 6 yrs 1 mo
Charles Schwab & CO., INC.
April 2018 - February 2020 · 1 yr 10 mos
Signator Investors, INC.
January 2018 - February 2018 · 1 mo
Signator Investors, INC.
October 2015 - December 2017 · 2 yrs 2 mos
Exams
No exam information available for this advisor.