Lincoln Investment
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Overview
Lincoln Investment operates as a financial advisor company based in Fort Washington, Pennsylvania. The firm handles $15.4 billion in assets throughout 200,217 client accounts, placing it among the largest financial advisory firms in the country by assets under management (AUM). The company has a very large team, including 885 financial advisors. Lincoln Investment does not act as a registered broker-dealer, signifying that the advisor cannot buy and sell securities for its own accounts as well as its customers' and instead must go through a broker-dealer firm to do so. Securities are tradable financial assets such as options, bonds and equities.
Lincoln Investment oversees 85,677 of its accounts in a discretionary manner. Discretionary management is a structure in which transaction decisions are made by an investment advisor without needing to seek client authorization. Lincoln Investment also has 114,540 non-discretionary accounts with a total of $7.7 billion in AUM. The firm oversees about $76,696 for every account. An average advisor at Lincoln Investment administers about 226 client accounts.
Lincoln Investment's central office is located at 601 Office Center Drive, Fort Washington, Pennsylvania 19034-3232. Lincoln Investment is legally permitted to provide services to clients across 48 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lincoln Investment by the Numbers
$15.4 billion
1,294
200,217
$76.7 thousand
Products and Services
Lincoln Investment provides a variety of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. In the last fiscal year, it provided 500 of its customers with financial planning services. The company does sell products or offer services other than investment advisory services to its customers. The firm is also affiliated with a number of other service providers in the financial services industry, including with an accountant or accounting firm, lawyer or law firm and real estate broker or dealer.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Publication of Periodicals
This is the publication of various financial education materials.
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Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees depend on which service is provided. However, fee types billed by the company most likely consist of the following fee types: asset-based, hourly, fixed or commission-based. The company participates in a wrap fee program, in which the company offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 21% of firms
Hourly
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Offered by 1% of firms
Commissions
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Offered by 32% of firms
Fixed
Unavailable
Types of Clients
Lincoln Investment manages money for a broad range of investors. Lincoln Investment works with retail investors, high net worth investors, pension plans, charitable organizations and corporations. Out of its 200,217 accounts, Lincoln Investment's biggest client is retail investors, although it also serves 2,739 high-net-worth individuals. The SEC defines a high-net-worth individual as a person who has at least $750,000 under management or a net worth of at least $1.50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments). Just 1% of the company's accounts are represented by people from outside of the U.S.
- High-Net-Worth Individuals* - 2.01%
- Other Individuals - 97.83%
- Corporations - 0.13%
- Charitable Organizations - 0.03%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Disclosures
Lincoln Investment does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Lincoln Investment
Fort Washington, PA
Marlton, NJ
North Palm Beach, FL
Renton, WA
Renton, WA
North Palm Beach, FL
Jacksonville, FL
Iselin, NJ
Rockville, MD
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