Lincoln Wells is a registered investment advisor at Tamalpais Asset Management, based in Larkspur, CA, with 3 years of industry experience. Lincoln operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 485 clients with $250M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fee Estimator
Location
900 Larkspur Landing Circle, Suite 100, Larkspur, CA, 94939
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Tamalpais Asset Management
State Registrations1 state
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