Lincoln Park Capital provides ongoing portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Lincoln Park creates an Investment Policy Statement for each client and constructs a plan to aid in selecting a suitable portfolio. Lincoln Park requests authority to make trades without asking first.
Assets Under Management$22M
Clients143
AdvisorsN/A
Avg. per Client$150K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.75% |
| $500K - $1.0M | 0.50% |
| $1.0M - $3.0M | 0.35% |
| $3.0M - $5.0M | 0.25% |
| $5.0M - $10.0M | 0.20% |
| $10M+ | 0.20% |
These fees are for Private Wealth accounts. For Qualified Retirement Plans: - Up to $3,000,000: 0.50% - $3,000,001 - $5,000,000: 0.45% - $5,000,001 - $10,000,000: 0.35% - Over $10,000,001: Negotiable Fees are negotiable for accounts over $10,000,001.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location
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