Lincoln Asset Management is an investment advisory firm that focuses on individual clients. The firm primarily invests in stocks using fundamental research and aims to hold them for at least a year. Fixed income securities are used for some clients based on their preferences and risk tolerance. Lincoln Asset Management avoids commodities, currencies, real estate, and short selling. Clients can also place restrictions on the types of securities the firm invests in.
Assets Under Management$2.7M
Clients7
Advisors1
Avg. per Client$380K
Avg. per Advisor$2.7M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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