Tenesha Hartgrove
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.
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.
Location
Mt. Vernon, OH 43050
Credentials
CFP®
Industry experience
7 years
Tenesha Hartgrove is a CFP® professional with seven years of experience, currently with Lincoln Douglas Investments, LLC. Her background includes roles at Intuit and Ron Lykins CPAs, and she is involved in accounting and consulting through her work with Ncrease Financial Services and YLDJ Consulting. Lincoln Douglas Investments provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, and small business entities. The firm utilizes a combination of technical, fundamental, and cyclical analysis to construct portfolios tailored to client risk profiles.
Based on Lincoln Douglas Investments, LLC
Financial planning services may be charged on a fixed fee arrangement, 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%
Standard financial planning rate $200/hour
Minimum fee: $90 annual minimum fee Fee-only: Standard financial planning rate $200/hour; may also be fixed fee; ongoing consultation fees may be a percentage of assets collected quarterly
1051 Newark Rd
Mt. Vernon, OH 43050
Ohio
Lincoln Douglas Investments, LLC
2021 - Present (5 years)
Intuit
2017 - 2023 (6 years)
Ron Lykins CPAs
2016 - 2022 (6 years)
YLDJ Consulting, Inc
2010 - Present (16 years)
Ncrease Financial Services
2005 - Present (21 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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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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