Lincoln Granberg is a registered investment advisor at Avantia Investment Services, LLC, based in Seattle, WA. Lincoln operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 28 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Avantia Investment Services manages your investments for an annual fee, charged quarterly.
For assets directly managed by Avantia, the maximum fee is 2% per year. For assets managed by third-party money managers, the maximum fee is 1% per year, in addition to the third-party manager's fee. Avantia ensures that total advisory fees, including third-party fees, do not exceed 2% per year. The specific fee is based on your income, asset level, complexity of investments, and other factors. A fixed fee is also charged, starting at $5,000 annually.
Location
400 University Street, 3rd Floor, Seattle, WA, 98101
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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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Current Registrations
Avantia Investment Services, LLC
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.