Zachary Alan Abrams

CFP

Lincoln Investment

19 Years of Experience

Broker

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Lincoln Investment

Compensation

Commission-BasedFee-Only (AUM)Fixed/Hourly

Firm Size

982 advisors

Number of Clients

137,534 clients

Average Client Portfolio

$137K average

Assets Under Management

$18.9B

Fee Structure

Minimum Investment:$10K

Financial Planning:Included in AUM fee

Location

1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122

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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.

Other Business Activities

Zachary supports partners in financial planning at Capital Advisors, Ltd., taking more than full-time. He also owns a real estate investment LLC, assists with investment decisions for nonprofits, advises on retirement plans, and is involved with a chatbot platform and a non-profit board.