Lincoln Capital Corporation offers investment management services on a discretionary basis, creating portfolios of individual stocks, bonds, mutual funds, and exchange-traded funds based on client goals. Financial planning services are also available, either as part of investment management or as a standalone service, covering areas like retirement, estate, and tax planning. Lincoln Capital acts as a fiduciary, prioritizing client interests and avoiding conflicts of interest.
Assets Under Management$380M
Clients266
Advisors3
Avg. per Client$1.4M
Avg. per Advisor$130M
www.lincolncapitalcorp.com ·www.linkedin.com/company/lincoln-capital ·www.facebook.com/lincolncapitalcorp
Fee Structure
Minimum Investment:$500K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.85% |
| $1.0M - $3.0M | 0.65% |
| $3.0M - $5.0M | 0.55% |
| $5M+ | 0.55% |
Fees are customized for assets over $5,000,000. Related accounts may be aggregated for fee calculations and certain client-directed holdings may be deducted from the account value for billing purposes.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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