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Lincoln Douglas Investments, LLC

Headquartered in MOUNT VERNON, OH

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Firm Information

Lincoln Douglas Investments, LLC is a Limited Liability Company formed in 2010. The firm provides financial planning and portfolio management services for individuals. They are registered in 42 states and the SEC and manage approximately $42,533,025 in assets for 124 clients.

Lincoln Douglas Investments, LLC

$42.53M

Assets Under Management

Not reported

Total Clients

30

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (13)

LINCOLN DOUGLAS INVESTMENTS, LLC has a total of 13 branch locations across the country.

Advisors at Lincoln Douglas Investments, LLC

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Disclosures

There are no public disclosures for Lincoln Douglas Investments, LLC.

Frequently Asked Questions (7)

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