Lincoln Investment provides investment advice and financial planning to individuals, families, and businesses. Services include advisor consulting, managed portfolios, financial planning, and retirement plan advice. Lincoln Investment's advisors work with clients to assess their needs and recommend suitable investment strategies. Lincoln Investment acts as a co-advisor with third-party money managers and may receive referral fees.
Fee Structure
Lincoln Investment offers investment management through financial advisors, charging a percentage of your portfolio's value. The maximum annual fee is 1.25%. In addition to the advisor fee, some accounts on the Lincoln Signature Solutions platform pay a platform fee, ranging from 0.02% to 0.24% depending on the account type and assets. Fees are negotiable with your advisor.