Advisor at Lincoln Douglas Investments, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Lincoln Douglas Investments, LLC
Location
Mt. Vernon, OH 43050
Credentials
Series 63
Industry experience
24 years
Fixed fees for financial planning services negotiated individually
$0 - $250,000: 2.75% $250,001 - $500,000: 2.50% $500,001 - $1,000,000: 2.25% $1,000,001 - $2,500,000: 2.00% $2,500,001 - $5,000,000: 1.75% $5,000,001 - $10,000,000: 1.5% $10,000,001+: 1.25%
Financial planning standard rate $200.00/hour
Minimum fee: $90 annual minimum fee Fee-only: Financial planning fees charged hourly or fixed fee; standard rate $200/hour; ongoing consultation fees may be percentage of assets collected quarterly; fees negotiated case-by-case.
Lincoln Douglas Investments, LLC
2011 - Present (15 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.
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.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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