Advisor at Lincoln Investment
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Firm
Lincoln Investment
Location
Fort Washington, PA 19034
Credentials
Series 63, Series 65
Industry experience
28 years
Scott Accamando is a financial advisor at Lincoln Investment with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2015. The firm is an SEC-registered investment adviser and broker-dealer managing approximately $18.9 billion in assets and serving a diverse client base including individuals, employers, retirement plan participants, charitable organizations, corporations, and other registered investment advisers. Lincoln Investment offers a range of services such as financial planning, advisor-managed custom and model portfolios, access to third-party managers, and ERISA retirement plan advice, combining advisory and brokerage operations with both discretionary and non-discretionary account management.
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Flat fees possible for financial planning services; fees negotiated individually
$0 - $500,000: Wealth Solutions Platform Fee: 0.15%; Workplace Retirement Solutions Platform Fee: 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee: 0.12%; Workplace Retirement Solutions Platform Fee: 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee: 0.10%; Workplace Retirement Solutions Platform Fee: 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee: 0.08%; Workplace Retirement Solutions Platform Fee: 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee: 0.06%; Workplace Retirement Solutions Platform Fee: 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee: 0.04%; Workplace Retirement Solutions Platform Fee: 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee: 0.03%; Workplace Retirement Solutions Platform Fee: 0.15% $35,000,000.01+: Wealth Solutions Platform Fee: 0.02%; Workplace Retirement Solutions Platform Fee: 0.15%
Lincoln Investment is also a broker-dealer and insurance agency; commissions and related fees apply to brokerage services and insurance products
Hourly fees possible for financial planning services; fees negotiated individually
Minimum fee: Minimum annual Platform Fee of $100.00 per year for Lincoln Signature Solutions Client Custom Portfolios Program Fee-only: Financial planning services offered on flat or hourly fee basis; fees negotiated individually; hourly or flat fees disclosed in Planning Services Agreement
601 Office Center Drive, Suite 300
Fort Washington, PA 19034
Pennsylvania
Lincoln Investment
2015 - Present (11 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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I founded Earndex to help others find and remain on a path to financial security. I have deep expertise in all subject areas of financial planning including investments, retirement planning, insurance, tax planning, employee benefits, estate planning, and more. My job is to ensure you stay on course to achieve your long-term financial goals. While I work with a broad range of clients, I have significant experience working with business owners, particularly with solo service providers. Outside of work, I am a dedicated husband and father of two. I enjoy skiing, golf, and cooking for family and friends.
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