Anna Jacoby
Anna Jacoby is a registered investment advisor at Lincoln Investment, based in Bethlehem, PA, with 8 years of industry experience. Anna is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 6 more. Their firm serves 138,369 clients with $22B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.
Fee Estimator
Location
1 East Broad Street, Suite 550, Bethlehem, PA, 18018
Get directionsHistory
Regulatory History (1)
Financial
September 2017Other Business ActivitiesSells Insurance
Anna is a consultant for Rodan and Fields, dedicating a few hours per week to this non-investment related activity. She also works as a fundraising coordinator for Souderton Braves Youth Football and Cheerleading Association, spending minimal time on this role.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
VALIC Financial Advisors, INC.
VALIC Financial Advisors, INC.Broker
State Registrations4 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.
Exams
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