Assets Under Management
$1.7M
Number of Clients
3
Number of Advisors
1
Average Client AUM
$573K
AUM per Advisor
$1.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
Lincoln Investment Advisers, LLC provides fee-based investment advisory services, focusing on custom portfolio management on a discretionary basis. Their primary approach involves an allocation strategy aimed at reducing risk and increasing performance, utilizing various securities and mutual funds. They also offer financial consultations to clients who do not retain them for discretionary investment management.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Fees may be reduced or waived for directors, officers, and employees of LIA at the discretion of management. These fees may be negotiated by LIA at its sole discretion.
NC, United States