Zachary Abrams is a CFP-designated registered investment advisor at Lincoln Investment, based in Shaker Heights, OH, with 19 years of industry experience. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 137,534 clients with $19B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
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.
Location
1115 Tower East, 20600 Chagrin Boulevard, Shaker Heights, OH, 44122
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Regulatory History
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.
Learn about disclosures →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.
Employment History
Current Registrations
Lincoln Investment
Lincoln InvestmentBroker
Capital Advisors, LTD., LLC
Previous Registrations
Capital Analysts
Capital Analysts Incorporated
Capital Analysts, IncorporatedBroker
State Registrations9 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.