FAQ
Frequently Asked Questions
At Lincoln Capital, we understand that navigating the financial landscape can be complex and sometimes overwhelming. To help you get started and provide clarity on how we can assist you in achieving your financial goals, we’ve compiled a list of frequently asked questions.
We offer a transparent fee structure that includes a percentage of assets under management, hourly rates, or flat fees, depending on the service. We’ll discuss and agree on the fee arrangement that best suits your needs during our initial consultation.
While we do not have a strict minimum account size, our services are best suited for clients with at least $250,000 in investable assets. We welcome a conversation with anyone interested in professional financial guidance.
Please bring any relevant financial documents, including recent account statements, tax returns, insurance policies, and estate planning documents. This will help us gain a comprehensive understanding of your financial picture.
The frequency of meetings depends on your needs and preferences. Typically, clients meet with their advisor quarterly, but more frequent meetings can be arranged as needed.
We take your privacy very seriously. We adhere to strict confidentiality policies and employ advanced security measures to protect your personal and financial information.
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Lincoln Capital
796 Forest Ave, Portland, Maine 04103, United States
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Working Hours
- Monday - Friday: 9am - 5pm
- Saturday - Sunday: Closed