Lincoln Advisory Group manages investments, primarily in real estate, for pension and profit-sharing plans. Once a property is identified, Lincoln Advisory Group analyzes it and, if approved, forms a limited liability company to hold the property. Lincoln Advisory Group then monitors the property on behalf of the client. The firm is owned by Royal Property Company Holdings LP, which is partially owned by the Trident Entities managed by Stone Point Capital LLC.
Assets Under Management$3.2B
ClientsN/A
AdvisorsN/A
Avg. per ClientN/A
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Lincoln Advisory Group's fees include a base fee and an incentive fee. The base fee is a percentage of the assets they manage, paid quarterly. The incentive fee is a percentage of the return above a certain hurdle rate, assessed at agreed-upon intervals.
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