What are Lincoln Financial's investment performance fees?

Asked 4 months ago
Lincoln Financial Group offers a range of investment products and services, and the specific investment performance fees can vary depending on the type of product and the investment strategy involved. Typically, these fees may be tied to the management of investment accounts or funds, and can include management fees, performance fees, or both. Management fees are often a percentage of assets under management and are charged regardless of investment performance. Performance fees, on the other hand, are contingent upon the investment exceeding specific benchmarks or achieving certain performance targets. These fees are generally calculated based on the gains generated by the investments over a specified period, aligning the financial interests of the investment managers with those of the clients. It is essential for clients to review the offering documents or prospectuses of the specific investment products they are considering. These documents typically provide a detailed breakdown of all associated fees, including any performance fees. For those seeking more information about the specific investment performance fees associated with particular Lincoln Financial Group products, it may be helpful to visit the official website. On their site, clients can find comprehensive details regarding fees and expenses related to various investment accounts and products.
Adam Goldkamp is the editor / author responsible for this content.
Answered Jul 28, 2025

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