Overview
- Headquarters
- Fort Washington, PA
- Total Firm Assets
- $22.0 billion
- Average High-Net-Worth Client Portfolio Size
- $0.9 million
- Stated Minimum Account Size
- $10,000
Fee Disclosure
Source: LINCOLN INVESTMENT PLANNING, LLC FORM ADV PART 2A BROCHURE (2025-08-13)
· View brochure text
Latest filing: LINCOLN INVESTMENT PLANNING, LLC FORM ADV PART 2A APPENDIX I BROCHURE (2026-07-20)
· View brochure text
Latest filing: LINCOLN INVESTMENT PLANNING, LLC FORM ADV PART 2A BROCHURE (2026-07-20)
· View brochure text
| Min | Max | Disclosed Annual Rate |
|---|---|---|
| $0 | and above | 1.25% |
Estimated Annual Advisory Fees
| Portfolio Value | Estimated Annual Fee | Effective Fee Rate |
|---|---|---|
| $1 million | $12,500 | 1.25% |
| $5 million | $62,500 | 1.25% |
| $10 million | $125,000 | 1.25% |
| $50 million | $625,000 | 1.25% |
| $100 million | $1,250,000 | 1.25% |
Actual fees may vary; other investment costs may apply.
Compare fees: lowest-fee advisors in Pennsylvania for $2M portfolios · $10M portfolios
Clients
- High-Net-Worth Share of Firm Assets
- 19.56%
- Number of High-Net-Worth Clients
- 4,604
- Total Client Accounts
- 199,383
- Discretionary Accounts
- 103,177
- Non-Discretionary Accounts
- 96,206
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection
Regulatory Filings
- SEC CRD Number
- 519
- LINCOLN INVESTMENT PLANNING, LLC FORM ADV PART 2A APPENDIX I BROCHURE (2026-07-20) · View brochure text
- LINCOLN INVESTMENT PLANNING, LLC FORM ADV PART 2A BROCHURE (2026-07-20) · View brochure text
- LINCOLN INVESTMENT PLANNING, LLC FORM ADV PART 2A BROCHURE (2025-08-13) (fee schedule source) · View brochure text
View firm on SEC ↗ · Current Form ADV (PDF) ↗