New Engagement
- Currently priced at a flat fee of $2,500.00
- Payments are made via your secure AdvicePay portal
- Choose from two payment schedules:
$1,000 invoiced after “Engage” meeting
$750 invoiced after “6 Month Review”
$750 invoiced after “12 month Review”
$1,000 invoiced after “Engage” meeting
12 monthly payments of $125 after “Engage” meeting
Renewed Engagement
- Currently priced at a flat fee of $2,000.00
- Payments are made via your secure AdvicePay portal
- Choose from two payment schedules:
$500 invoiced after “Engage” meeting
$750 invoiced after “6 Month Review”
$750 invoiced after “12 Month Review”
$500 invoiced after “Engage” meeting
12 monthly payments of $125 after “Engage” meeting
Each Lincoln Investment office has its own fee schedule, so service costs may vary between offices and depend on case complexity or service scope.
If you implement your financial plan with Leeway Planning, your financial professional will act as an agent for Lincoln Investment and/or affiliated insurance companies. Security recommendations will be limited to our broker-dealer’s offerings. While you may purchase securities through other brokers, Leeway Planning’s fee schedule assumes, but does not require, implementation through Leeway Planning.
