How does the advisor help clients – Key Takeaways:
As a trusted financial expert, Lincoln Investment provides a range of services to help clients achieve their financial goals. The company has a wealth of experience in the industry and offers personalized solutions to meet the individual needs of each client.
Facts and Insights
Here are some key facts and insights about Lincoln Investment:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $14.6 billion (as of December 31, 2019) | more than 350 advisors | 50 years |
Financial Services Offered
Lincoln Investment offers a wide range of financial services to help clients build and manage their wealth. These services include:
- Financial planning
- Investment management
- Retirement planning
- Tax planning
- Estate planning
- Insurance solutions
Client Types
Lincoln Investment works with a diverse range of clients, including individuals, families, businesses, and institutions. The company has the expertise to cater to the unique needs of each client and help them achieve their financial goals.
Fees & Compensation
Lincoln Investment operates on a fee-based compensation model, which means that the company earns fees based on a percentage of the assets they manage for their clients. This ensures that their interests are aligned with their clients, as they only make money if their clients’ portfolios perform well.
Background
Founded in 1968, Lincoln Investment is a leading financial services firm with a strong track record of success. The company has grown exponentially in the past five decades and now has more than 350 advisors serving clients across the country.
Financial Advisor Disclosures to Know
As a registered investment advisor, Lincoln Investment is required to disclose any potential conflicts of interest or disciplinary actions in their Form ADV. It is important for clients to understand these disclosures before making any investment decisions.
Overall, Lincoln Investment is a reputable and trustworthy financial advisor that has the experience, expertise, and dedication to help clients achieve their financial goals. Their personalized approach and comprehensive set of services make them a top choice for individuals and businesses seeking financial guidance.