Lincoln Advisors

Lincoln Advisory Group, founded in December 2001, is a registered investment adviser specializing in real estate investments. The firm provides discretionary investment advice to pension and profit sharing plans, tailoring services to meet each client's specific needs. Clients have the ability to place reasonable restrictions on investments made on their behalf. The firm focuses on acquiring real estate properties, conducting thorough due diligence, and monitoring properties post-acquisition. Lincoln Advisory Group is headquartered in Chicago and managed discretionary assets under management of $3,150,121,588 as of December 31, 2024. Fees at Lincoln Advisory Group are negotiable and may include base and incentive fees based on the client's written agreement. The firm's fee structure is detailed in the client agreement, with management fees payable quarterly in arrears. Investment discretion is granted to the firm to select real estate properties, brokers, and commission rates, with clients having the ability to set investment guidelines and restrictions. The firm discloses any conflicts of interest, such as recommending transactions where related persons or affiliates are involved. Clients receive regular performance reviews and financial statements, and the firm does not engage in proxy voting due to the nature of real estate investments. Lincoln Advisory Group maintains financial stability without any impairments to meeting client commitments or bankruptcy proceedings.