Broker Check

Fee Schedule

Client Centered

Hourly Consultations

Starting at $370 per hour

Ongoing Engagements
(Individuals & Families)

Annual fee starting at $3,500 upfront + $185
per month for 12 months

Ongoing Engagements
(Business Owners)

Annual fee starting at $5,000 upfront + $185
per month for 12 months

Special Projects

Starting at $15,000+

Wealth Management*

For portfolios under $250,000, adviser fee typically 1.5% of managed assets annually.
For portfolios above $250,000, adviser fee typically 1.25% of managed assets annually.

Please note that we do not accept wealth management engagements unless the potential client has first completed a holistic financial planning engagement with our firm. Much like a physician, it is imprudent to begin “writing prescriptions” without performing proper, complete diagnostics to fully understand someone's situation and actual needs.

*This sample fee schedule reflects the Adviser Fee that we typically charge in connection with clients' fee-based investment advisory accounts in Lincoln Financial Advisors Corporation's ("LFA") sponsored investment advisory programs. It does not reflect any other fees that clients will be charged when applicable, including, but not limited to, Sponsor Fees, Firm Fees, Broker-dealer and Custodian Fees, Strategist Fees, Manager Fees, Overlay Services Fees, applicable trading, execution, or brokerage service fees, or internal investment product fees (e.g., 12b-1 fees on mutual funds). Clients should refer to their written agreements with LFA and accompanying fee schedules for definitive information regarding the fees they will pay and the method of calculating such fees. For additional information on applicable fees, clients should also review LFA’s Form CRS, applicable Forms ADV Part 2A, and applicable Total Program Fee Guide, all of which are available at www.lfa-sagemark.com under My accounts—Disclosures.

This description of services and sample fees is provided for informational purposes only. The specific services to be provided and fees to be charged to each client are negotiated with each client and set forth in a written agreement with Lincoln Financial Advisors Corporation “LFA” and accompanying fee schedules. Clients should refer to their written agreement with LFA and accompanying fee schedules for definitive information regarding the services they are entitled to receive and the fees they will pay for those services. For additional information on services and fees, clients should also review LFA’s Form CRS and applicable Forms ADV Part 2A, which are available at www.lfa-sagemark.com under My accounts

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