Robert Mathisen is a registered investment advisor at Lincoln Investment, based in Land O Lakes, FL. 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
2660 Stonewood Park Loop, Land O Lakes, FL, 34638
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
State Registrations1 state
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