Caleb M Fite
Advisor at Lincoln Investment — Cabot, AR
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 66
Experience Industry experience
4 years
Location
Cabot, AR 72023
Lincoln Investment
Enterprise
Caleb Fite is a financial advisor at Lincoln Investment with four years of industry experience. He holds a Series 66 designation and has worked at Captal Analysts, Fidelity Investments, and Northwestern Mutual. In addition to his advisory role, Caleb provides insurance services to clients. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a variety of investment programs managed through strategic and tactical approaches overseen by an Investment Management & Research team.
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Flat fees for financial planning and consulting services, negotiable and disclosed in Planning Services Agreement
$0 - $500,000: Wealth Solutions Platform Fee 0.15%; Workplace Retirement Solutions Platform Fee 0.24% $500,000.01 - $1,000,000: Wealth Solutions Platform Fee 0.12%; Workplace Retirement Solutions Platform Fee 0.21% $1,000,000.01 - $2,000,000: Wealth Solutions Platform Fee 0.10%; Workplace Retirement Solutions Platform Fee 0.19% $2,000,000.01 - $5,000,000: Wealth Solutions Platform Fee 0.08%; Workplace Retirement Solutions Platform Fee 0.17% $5,000,000.01 - $10,000,000: Wealth Solutions Platform Fee 0.06%; Workplace Retirement Solutions Platform Fee 0.15% $10,000,000.01 - $20,000,000: Wealth Solutions Platform Fee 0.04%; Workplace Retirement Solutions Platform Fee 0.15% $20,000,000.01 - $35,000,000: Wealth Solutions Platform Fee 0.03%; Workplace Retirement Solutions Platform Fee 0.15% Over $35,000,000+: Wealth Solutions Platform Fee 0.02%; Workplace Retirement Solutions Platform Fee 0.15%
Brokerage and insurance commissions and fees; additional compensation from third-party sales and marketing support; fees and commissions outside advisory services
Hourly fees for financial planning services, negotiable and disclosed in Planning Services Agreement
Fee-only: Financial planning fees charged on an hourly or flat fee basis, negotiable per agreement
Cabot, AR
200 Westport Drive, Suite A
Cabot AR 72023
Advisors at this office
3
Arkansas · Texas
4 years of industry experience
Captal Analysts
2024 - Present • 2 years
Fort Washington, PA
Lincoln Investment
2024 - Present • 2 years
Fort Washington, PA
Fidelity Investments
2022 - 2024 • 2 years
Covington, KY
University of Cincinnati
2021 - 2022 • 1 year
Cincinnati, OH
Groundspro LLC
2021 - 2021 • 1 year
Norwood, OH
University of Cincinnati
2020 - 2021 • 1 year
Cincinnati, OH
Northwestern Mutual
2020 - 2020 • 1 year
West Chester, OH
University of Cincinnati
2019 - 2020 • 1 year
Cincinnati, OH
Giovannis Pizzeria
2019 - 2019 • 1 year
Mount Orab, OH
Glendale Public Works
2019 - 2019 • 1 year
Glendale, OH
Western Brown School District
2017 - 2019 • 2 years
Mount Orab, OH
Schoolhouse Pizza
2017 - 2017 • 1 year
Mount Orab, OH
Western Brown School District
2012 - 2017 • 5 years
Hamersville, OH
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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