Robert Lincoln is a registered investment advisor at Lincoln Investment Advisers, LLC, based in Chapel Hill, NC, with 12 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 3 clients with $1.7M 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 $50K | 2.00% |
| $50K - $100K | 1.50% |
| $100K - $1.0M | 1.00% |
| $1M+ | 0.75% |
Investment Advisory 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
Location
Chapel Hill, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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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
Bts Asset Management, INC.
State Registrations1 state
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