Lincoln Investment Advisers provides personalized investment management and financial consultation services for individuals and trusts. The firm builds customized portfolios using a strategic asset allocation approach designed to reduce risk and enhance performance, utilizing stocks, bonds, mutual funds, and other securities. Lincoln Investment Advisers operates on a discretionary basis, meaning the firm makes buying and selling decisions on your behalf based on your goals and risk tolerance. For clients who do not want full portfolio management, Lincoln Investment Advisers offers financial consultations to help develop asset allocation strategies and investment recommendations, though clients must implement those recommendations themselves. The firm also assists clients in accessing Delaware Statutory Trusts for real estate investments and tax deferral. Lincoln Investment Advisers is owned and operated by Robert L. Lincoln and has been in business since 2004.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | 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 firm employees and are negotiable at management's discretion. New accounts include a $50 set-up fee.