Lincoln Investment Planning, LLC provides a wide range of investment advisory and financial planning services to individuals, families, business owners, and retirement plan participants. Originally established with a focus on retirement plans for educators and non-profit employees, Lincoln Investment now offers individual retirement accounts, custom portfolios, in-house model portfolios, and access to third-party money managers. Clients can work with independent financial professionals across the country who help assess their financial goals, risk tolerance, and time horizon. The firm utilizes both strategic and dynamic investment strategies, primarily through mutual funds and exchange-traded funds, to build diversified portfolios. In addition to investment management, Lincoln Investment professionals provide financial planning services covering retirement, tax strategies, estate planning, insurance, and business succession. The firm operates as both a registered investment advisor and a broker-dealer, offering services through various custodial platforms.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Maximum annual advisor fee is 1.25%, which is negotiable. Clients also pay platform fees ranging from 0.02% to 0.24% depending on the platform and account size.