Lincoln Management is a registered investment advisor providing continuous investment advice based on individual client needs. They do not offer financial planning or participate in bundled fee programs. Lincoln Management tailors investment strategies to client objectives, allowing restrictions on specific securities. They strive for long-term investment strategies.
Assets Under Management$67M
Clients43
Advisors2
Avg. per Client$1.6M
Avg. per Advisor$33M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.50% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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