Customer Relationship Summary

At The Lincoln Investment Companies, we value building lifelong relationships with clients. Together with your financial professional, we are here to help you plan and invest for your legacy and the life that you want to live. The Relationship Summaries below highlight the services we offer, our fees, standards and additional resources to help you stay informed. As a client or prospective client of Lincoln Investment Planning, LLC, Broker-Dealer and Registered Investment Adviser or its affiliate, Capital Analysts, LLC, Registered Investment Adviser, you have access to both summaries and resources to help guide you in conversations with your financial professional.

Lincoln Investment CRS Capital Analysts CRS

Fee Scenarios

Example of how much will go to fees and costs, and how much will be invested? Click the fund option below to see the fee schedule:

Disclosure Links

Lincoln Investment Disclosures

Important Investor Disclosure Documents

Form ADV Part 2A and Appendix 1 (Investment Advisory Disclosure Brochures):