Assets Under Management
$18.9B
Number of Clients
137,534
Number of Advisors
982
Average Client AUM
$137K
AUM per Advisor
$19.3M
Compensation
Commission-BasedFee-Only (AUM)Fixed/Hourly
Lincoln Investment Planning, LLC provides wrap fee programs tailored to individual needs. Fees cover financial planning consultation, investment advice, management, and transaction costs. Advisors receive a portion of the wrap fee, which is negotiable. Programs include Premier Asset Management, Select Manager, Manager Access, UMA, and PPM. Fees vary based on the program and asset levels.
601 Office Center Drive, Suite 300, Fort Washington, PA, 19034-3232