Benjamin Goodpaster is a registered investment advisor at Lincoln Investment, based in Fort Wayne, IN, with 8 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
Fort Wayne, IN
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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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Benjamin is a managing member and co-owner of Goodpaster Holdings LLC, a real estate holding company established in 2018. The company currently holds no assets, and Benjamin dedicates minimal time to this activity.
Employment History
Current Registrations
Lincoln Investment
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Osaic Wealth, INC.
Osaic Wealth, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
Sanctuary Securities, INC.Broker
Sanctuary Advisors, LLC
Cx Institutional, LLC
LPL Financial LLCBroker
J.P. Morgan Securities LLCBroker
State Registrations1 state
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.