Lincoln Financial Investments Corporation
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Overview
Lincoln Financial Investments Corporation operates as an advisory company headquartered in Wayne, Pennsylvania. Lincoln Financial Investments Corporation controls $82.8 billion in assets over 124 client accounts, making it one of the biggest financial advisory firms in the United States by assets under management (AUM). Lincoln Financial Investments Corporation has a large group, including 16 financial advisors. Lincoln Financial Investments Corporation does not act as a registered broker-dealer, signifying that the company is not able to buy and sell securities for its accounts and those of its customers and instead is required to go through a broker-dealer company to do so. Securities are exchangable financial investments such as equities, options and bonds.
Lincoln Financial Investments Corporation administers all of its client assets on a discretionary basis. Discretionary management signifies that buy and sell decisions are made by an investment advisor without needing the client's approval. The firm's average account size is $667.5 million. The typical advisor at Lincoln Financial Investments Corporation manages around eight client accounts, making it one of the more personalized financial advisor firms in the country.
The firm's central office is at 150 N. Radnor - Chester Rd, Wayne, Pennsylvania 19087. The company is registered to serve clients throughout a few states, including Indiana, New Hampshire and Tennessee.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Lincoln Financial Investments Corporation by the Numbers
$82.8 billion
115
124
$667.5 million
Products and Services
Lincoln Financial Investments Corporation provides a variety of services, which can include portfolio management for investment companies, portfolio management for pooled investment vehicles and selection of other advisers. Lincoln Financial Investments Corporation does not sell products or offer services other than investment advice to its investment advisory clients. Lincoln Financial Investments Corporation is affiliated with a number of other service providers in the financial services industry, including with a broker-dealer or securities dealer, trust company, insurance company or agency and commodity pool advisor.
Core Advisor Services
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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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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 management fees typically are based on which service is offered. Fees charged by Lincoln Financial Investments Corporation typically consist of the following fee type: asset-based. The company does not provide a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
Unavailable
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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 26% of firms that offer this fee type
Performance-based
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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
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The company provides services to investment companies, pooled investment vehicles and insurance companies. Out of its 124 clients, Lincoln Financial Investments Corporation's biggest client is investment companies. None of the firm's clients are non-U.S. persons.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* 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 Financial Investments Corporation does not have any disclosures.
Please visit its Form ADV for more details.
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