Lincoln Advisors

CRD#114003
Investment Advisor Firm

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Learn more about Lincoln Advisors

  • Overview
  • By the Numbers
  • Fee Structure
  • Disclosures
  • State Registrations
  • Office Locations

    • Overview

    Lincoln Advisors operates as a financial advisory company based in Chicago, Illinois. The firm controls $2.9 billion in assets under management over one client account, placing it among the largest investment advisory firms in the nation by assets under management (AUM). Lincoln Advisors has a small team, including 8 financial advisors. Lincoln Advisors does not act as a registered broker-dealer, signifying that the firm is not able to buy and sell securities for its own accounts as well as its customers' and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial assets like bonds, equities and options.

    Lincoln Advisors manages all of the firm's client assets in a discretionary manner. Discretionary management means that transaction judgments are made by a portfolio manager without requiring the client's permission. The company oversees about $2.9 billion for each client account. An average advisor at Lincoln Advisors oversees fewer than one client account, placing it among the most personalized financial advisor firms in the country.

    The company's headquarters is located at 120 North Lasalle, Suite 2900, Chicago, Illinois 60602. Lincoln Advisors is allowed to serve clients in the state of Illinois.

    Assets Under Management

    $2.9 billion

    Number of Advisors

    8

    Disclosures

    No

    Office Location

    120 North Lasalle, Suite 2900
    Chicago, IL 60602

    Lincoln Advisors by the Numbers

    Total Assets Under Management

    $2.9 billion

    National Average: $8.6 billion
    Total Number of Employees

    11

    National Average: 64
    Total Number of Accounts

    1

    National Average: 375,227
    Average Account Size

    $2.9 billion

    National Average: $23.0 thousand
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    Fee Structure

    Fees charged by financial advisors largely vary depending on which services are provided. Fee types charged by the company most likely include any blend of the following fee types: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by Lincoln Advisors.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show Explanation

      This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.

    • Offered by 26% of firms

      Performance-based

      Show Explanation

      Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.

    • Find one of the 1% of firms that offer this fee type

      Commissions

      Show Explanation

      Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.

    • Find one of the 0% of firms that offer this fee type

      Subscription

      Show Explanation

      Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.

    • Find one of the 32% of firms that offer this fee type

      Fixed

      Show Explanation

      Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.

    • Find one of the 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Disclosures

    Lincoln Advisors does not have any disclosures.

    Please visit its Form ADV for more details.

    Back to Overview
    Back to Overview

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