Services & Pricing

We believe in total transparency. Depending on your needs and your situation, here’s how we charge:


Get Started
  • The Amount You
    Invest with Us

  • $0 to $99,999

  • $100,000 to $999,999

  • $1,000,000+

  • Your Cost for
    Financial Planning

  • $150/mo (Single) or $200/mo (Married)

  • Waived

  • Waived

  • Your Cost for
    Investment Management

  • 1.33%

  • 1.33%

  • 1.08%

Financial Planning Services

We also offer these Services:

Student Loan

Learn More

Retirement Plans


Each office of Lincoln Investment or Capital Analysts has its own fee schedule.  Therefore, the cost for similar services by another office may be higher or lower than the fee schedule shown here.

Fees may also vary with complexity of the case or the scope of the services provided.

If you choose to implement your financial plan through us, the Financial Advisor will act as agent for the broker-dealer, Lincoln Investment and/or agent for any insurance company with whom the Financial Advisor may affiliate.  Security recommendations will be limited to products offered by the broker-dealer.  Although you always have the ability to purchase security products through other brokers or dealers, the fee schedule for our services has been structured with the understanding that our clients will implement financial product recommendation through our firm.