Noah Fehrenbach
Noah Fehrenbach is a registered investment advisor at Lincoln Investment, based in Fort Washington, PA, with 13 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
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034
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Regulatory History (1)
Financial
November 2021Other Business Activities
Noah is one of two managers at Breathe Capital Planning LLC, where he provides business consulting services. He dedicates a few hours per week to supporting business plan creation and implementation strategies for business owners.
Employment History
Current Registrations
Lincoln InvestmentBroker
Capital Analysts
Lincoln Investment
Previous Registrations
MML Investors Services, LLC
MML Investors Services, LLCBroker
Northwestern Mutual Investment Services, LLCBroker
State Registrations7 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.