Lincoln Douglas Investments (LDI) offers investment supervisory services, helping clients determine their investment objectives and risk tolerance. LDI's representatives assist clients in developing and implementing investment strategies, monitoring capital market conditions, and making portfolio adjustments as needed. LDI may manage investments with or without the client's prior confirmation, depending on the agreed-upon level of discretion.
Assets Under Management$98M
Clients124
Advisors9
Avg. per Client$790K
Avg. per Advisor$11M
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$90
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 2.75% |
| $250K - $500K | 2.50% |
| $500K - $1.0M | 2.25% |
| $1.0M - $2.5M | 2.00% |
| $2.5M - $5.0M | 1.75% |
| $5.0M - $10.0M | 1.50% |
| $10M+ | 1.25% |
Fees are negotiable on a case-by-case basis. There is a $90 annual minimum fee. LDI advisor programs also have a $15 charge per transaction.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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