Lincoln Advisors
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Overview
Lincoln Advisors operates as a financial advisory firm that has its headquarters in Chicago, Illinois. Lincoln Advisors has $2.5 billion in total assets over one account, placing it among the biggest investment advisory firms in the country by assets under management (AUM). Lincoln Advisors has a small group, including 7 financial advisors. Lincoln Advisors does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its clients' and own accounts and instead must go through a broker-dealer company to do so. Securities are defined as tradable financial investments such as options, bonds and equities.
Lincoln Advisors manages zero of the company's accounts on a discretionary basis. Discretionary management is a structure in which a portfolio manager has the discretion to make buy and sell decisions for the client's account without needing to seek client approval. It also administers one non-discretionary accounts totaling $2.5 billion in assets. The company supervises roughly $2.5 billion in assets for each customer account. An average advisor at Lincoln Advisors manages fewer than one client account, making it one of the most individualized firms in the country.
The firm's central office is located at 120 North La Salle, Suite 2900, Chicago, Illinois 60602. The firm is permitted to provide services to investors in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lincoln Advisors by the Numbers
$2.5 billion
9
1
$2.5 billion
Fee Structure
Financial management fees largely depend on which service is provided. However, fee types billed by Lincoln Advisors likely include some combination of the following fee types: performance-based or other. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Lincoln Advisors.
Available
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Offered by 26% of firms
Performance-based
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Offered by 10% of firms
Other
Unavailable
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Find one of the 69% of firms that offer this fee type
Percentage of Assets
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 32% of firms that offer this fee type
Fixed
Disclosures
Lincoln Advisors does not have any disclosures.
Please visit its Form ADV for more details.
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