Lincoln Investment Planning, LLC is a large advisory firm based in Fort Washington. It manages $9.04 billion of regulatory assets for 139,067 client accounts. It has been registered with the SEC as an adviser since 2015 and has operated in the jurisdictions of Alabama, Alaska, Arkansas, and 45 other states.
Lincoln Investment Planning provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and selection of other advisers. It prepares financial plans for more than 100 clients. On top of advisory services, the firm also engages as ib member of nfa.
The assets under management (AUM) of Lincoln Investment Planning, LLC is $9.04 billion. The firm's AUM has grown by 52% since the beginning of its operation, and $8.6 million of the total AUM is attributable to clients outside of the United States.
The advisory firm has several streams of revenue. Clients pay Lincoln Investment Planning, LLC for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.
The firm provides services to individuals, charitable organizations, high net worth individuals, corporations or other businesses, and pension and profit sharing plans. The largest group of clients of Edward Jr Forst is individuals with 124,531 clients and $8.17 billion of assets under management. Among the 9 most similar advisory firms, Lincoln Investment Planning has the highest percentage of individuals out of all clients.
The amount of regulatory assets under management is $9.04 billion for 125,948 clients that can include trusts, estates, and 401(k) plans and IRAs of individuals and their family members. 1% of the firm’s clients are foreign persons or businesses.
Lincoln Investment Planning doesn't advise any private funds.
The company employs 1,279 people that are either part- or full-time employees. 69 percent of the employees work as investment advisers or researchers. 843 employees are registered as investment adviser representatives with the state securities authorities.
There are 5 people with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees receive compensation from other entities for client referrals.
Edward Jr Forst has been acting as President since 1 Feb 2002. Christopher Thomas Kelm joined the executive team most recently as the Vp, Operations/Principal Operations Officer.
The principal office where Lincoln Investment Planning, LLC performs its advisory services is located at 601 Office Center Drive, Fort Washington, PA 19034 3232, which is also the mailing address of the firm. An additional office of the firm is in Jenkintown, PA. It doesn’t run an office outside of the United States.
You can reach the main office by calling the phone number 215-887-8111 or by fax 215-376-1057. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at lincolninvestment.com.