RL
RL

Robert Lawrence Lincoln

12 Years of Experience
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
3 clients
Average Client Portfolio
$573K average
Assets Under Management
$1.7M

Fee Structure

Financial Planning:Investment management only
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $50K2.00%
$50K - $100K1.50%
$100K - $1.0M1.00%
$1M+0.75%

Fees may be reduced or waived for directors, officers, and employees of LIA at the discretion of management. These fees may be negotiated by LIA at its sole discretion.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

Chapel Hill, NC

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Robert owns and manages residential rental properties under Redbud Student Rentals since 2006. This takes about a quarter of his time, with half of that time occurring during securities trading hours.

Employment History
Current Registrations
Lincoln Investment Advisers, LLC
June 2024 - Present · 1 yr 8 mos
Bts Asset Management, INC.
December 2013 - Present · 12 yrs 2 mos
State Registrations1 state
NC
Advisor
Exams
No exam information available for this advisor.