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: Mutual Fund A Share Mutual Fund C Share Annuity Advisory Disclosure Links Lincoln Investment Disclosures The Lincoln Investment Companies Investor Agreement and Disclosure Handbook Important Investor Disclosure Documents Platform Fees and Disclosures – Solutions Platform Fees and Disclosures – Accounts Held at Pershing Platform Fees and Disclosures – Accounts Held at Third Parties Form ADV Part 2A and Appendix 1 (Investment Advisory Disclosure Brochures): Capital Analysts, LLC Lincoln Investment Planning, LLC Lincoln Investment Solutions Premier Mutual Fund Availability List Quick Links Find an Advisor Products & Services Resources Careers News Disclosures Prospectuses Site Map Connect Contact Us Lincoln Investment 601 Office Center Drive, Suite 300 Fort Washington, PA 19034 800-242-1421 Advisory services offered through Capital Analysts or Lincoln Investment, Registered Investment Advisers. Securities offered through Lincoln Investment Broker-Dealer, Member FINRA/SIPC. Tax, legal, or Social Security claiming advice is not offered through, nor supervised by Lincoln Investment or Capital Analysts. © 2021 Lincoln Investment Legal Disclaimer Privacy Policy Accessibility