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How does the advisor help clients – Key Takeaways:
LINCOLN ASSET MANAGEMENT is a well-established financial management company that provides comprehensive services to help clients achieve their financial goals. Their team of expert advisors works closely with clients to develop customized strategies for managing their assets and securing their financial future.
- Personalized financial planning and investment management services
- Dedicated team of experienced advisors
- Transparent and ethical practices
- Focused on long-term success for clients
Facts and Insights
LINCOLN ASSET MANAGEMENT has been in business for over 20 years, providing top-quality financial services to clients. Their team of advisors has a vast knowledge of the financial industry, staying informed about market trends and utilizing innovative strategies to ensure the best outcomes for their clients.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 20+ years |
Financial Services Offered
LINCOLN ASSET MANAGEMENT offers a variety of financial services to help meet the diverse needs of their clients. They specialize in personal financial planning, investment management, retirement planning, and estate planning. Their team also has expertise in tax planning and risk management, providing clients with a comprehensive approach to financial management.
Client Types
LINCOLN ASSET MANAGEMENT caters to a wide range of clients, including high net worth individuals, families, and small business owners. Their personalized approach allows them to understand each client’s unique financial situation and tailor their services to meet their specific needs and goals.
Fees & Compensation
LINCOLN ASSET MANAGEMENT is committed to transparency when it comes to fees and compensation. Their fee structure is based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients. They do not receive commissions or third-party incentives, allowing them to provide unbiased and objective recommendations.
Background
LINCOLN ASSET MANAGEMENT was founded by financial expert John Lincoln, who has over 30 years of experience in the industry. He built the company on ethical principles and a client-centric approach, which has earned him a stellar reputation among clients and peers alike. The company continues to uphold these values, providing top-notch financial services to help clients achieve their goals.
Financial Advisor Disclosures to Know
As a reputable financial management company, LINCOLN ASSET MANAGEMENT follows all necessary regulations and disclosures to protect their clients’ interests. They are a registered investment advisor and follow strict compliance with regulatory bodies such as the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). Additionally, they provide clients with a detailed Form ADV, which outlines their services, fees, and potential conflicts of interest.