Michael Lausin
Michael Lausin is a registered investment advisor at Lincoln Investment, based in Willoughby, OH, with 5 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
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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
38052 Euclid Ave., Suite 104, Willoughby, OH, 44094
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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
Michael works as an administrative assistant at RKL Financial LLC, dedicating nearly full-time hours to filing, organizing paperwork, researching products, and assisting with daily operations. Michael is also an insurance agent, spending a few hours per week on life insurance, fixed annuities, long-term care, and policy renewals.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations11 states
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