Lincoln Capital offers investment advisory services including portfolio management, financial planning, and referrals to third-party money managers. For portfolio management, they work with clients to understand their financial situation, goals, and risk tolerance, then propose an investment approach. They also offer financial planning and consulting services covering areas like retirement, estate, tax, and education planning. Lincoln Capital can also refer clients to third-party money managers, providing initial due diligence and ongoing reviews.
Assets Under Management$740M
Clients593
Advisors4
Avg. per Client$1.3M
Avg. per Advisor$190M
Fee Structure
Investment management only (planning not offered)
Lincoln Capital offers two investment management services:
- Comprehensive Portfolio Management: The fee is up to 2.60% annually of the value of your account, billed quarterly in advance.
- Individual Plan Participant Management Services: The fee ranges from 0.35% to 0.75% annually, billed quarterly in advance. This service is for retirement plan accounts.
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