Lincolnbridge Financial Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$39,750,000
Total clients
118
15% high-net worth
Total advisors
3
of 3 employees
Firm size
Supported
1-3 advisors, or $200M+ in AUM
Average clients per advisor
39
Average account size
$336,864
Client services
Fee options
Flat fee up to $10,000 for Financial Planning and Consulting services
Up to 1.50% annually for Asset Management and Comprehensive Portfolio Management services
Hourly fee of $500 used for calculating refunds upon termination of Financial Planning & Consulting services
Fee-only: Flat fees up to $10,000 for Financial Planning and Consulting services
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Main office location
Lincolnbridge Financial Planning, LLC
141 E Walnut Street
Oglesby IL 61348, United States
Number of offices
1
Forms ADV
Quick links
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