Truman Faeh is a registered investment advisor at Lincoln Capital, LLC, based in Lincoln, NE, with 12 years of industry experience. Truman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 593 clients with $740M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lincoln Capital offers two investment management services:
- Comprehensive Portfolio Management: The fee is up to 2.60% annually of the value of your account, billed quarterly in advance.
- Individual Plan Participant Management Services: The fee ranges from 0.35% to 0.75% annually, billed quarterly in advance. This service is for retirement plan accounts.
Location
6003 Old Cheney Rd, Suite 350, Lincoln, NE, 68516
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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 ActivitiesSells Insurance
Truman is a director at Two Pillars Church, facilitating benevolence requests, dedicating minimal time. He also works as an agent at Lincoln Capital Life, LLC, an insurance agency, taking about a quarter of his time, and as a RIA/Marketing Associate at Lincoln Capital, LLC full-time. Finally, Truman is a referral source for Unified Employee Benefits, a supplemental insurance company, spending a few hours per week.
Employment History
Current Registrations
Lincoln Capital, LLC
Previous Registrations
Mutual Securities, INC.Broker
Client One Securities LLC
Client One Securities LLCBroker
Wells Fargo Advisors Financial Network, LLCBroker
State Registrations1 state
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