Lisagrace Alsbury is a registered investment advisor at Lincoln Investment, based in Renton, WA, with 9 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
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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
3900 E. Valley Road, Suite 202, Renton, WA, 98057
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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.
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Lisagrace is a self-employed contractor assisting her sister-in-law with payroll taxes, dedicating minimal time to this activity. She also works as a sales assistant for Joyce and Bryan Alsbury, spending about a quarter of her time preparing paperwork, tracking transactions, and working on organizational projects.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations1 state
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