Lincoln Investment Advisers (LIA) offers investment advisory services, managing client portfolios based on their individual objectives. LIA uses an allocation strategy to reduce risk and improve performance, potentially using various securities and mutual funds. LIA also provides financial consultations to clients who don't need investment management, assisting with asset allocation and investment recommendations. LIA does not take custody of client assets.
Assets Under Management$1.7M
Clients3
Advisors1
Avg. per Client$570K
Avg. per Advisor$1.7M
Fee Structure
Investment management only (planning not offered)
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
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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