Justin Chris Muro
Advisor at Lincoln Investment — Lombard, IL
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 63, Series 66
Experience Industry experience
31 years
Location
Lombard, IL 60148
Lincoln Investment
Enterprise
Justin Muro is a financial advisor with Lincoln Investment in Lombard, IL, holding Series 63 and Series 66 designations and with 31 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005. Additionally, he serves as CEO of Muro Wealth Management, a marketing entity related to financial services and tax/accounting purposes. Lincoln Investment Planning, LLC is an enterprise investment advisory and broker-dealer serving a broad client base including individual and high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and dynamic strategies.
Based on Lincoln Investment
Based on Lincoln Investment
Based on Lincoln Investment
Financial planning and periodic investment consulting may be charged on a flat fee basis
$0 - $500,000: 0.15% to 0.24% (Platform Fee varies by program and account type) $500,000.01 - $1,000,000: 0.12% to 0.21% (Platform Fee varies by program and account type) $1,000,000.01 - $2,000,000: 0.10% to 0.19% (Platform Fee varies by program and account type) $2,000,000.01 - $5,000,000: 0.08% to 0.17% (Platform Fee varies by program and account type) $5,000,000.01 - $10,000,000: 0.06% to 0.15% (Platform Fee varies by program and account type) $10,000,000.01 - $20,000,000: 0.04% to 0.15% (Platform Fee varies by program and account type) $20,000,000.01 - $35,000,000: 0.03% to 0.15% (Platform Fee varies by program and account type) $35,000,000.01+: 0.02% to 0.15% (Platform Fee varies by program and account type)
As broker-dealer, Lincoln Investment also receives brokerage commissions on securities transactions and insurance products
Financial planning and periodic investment consulting may be charged on an hourly basis
Fee-only: Financial planning services generally on a flat fee or hourly fee basis; fees negotiable and vary by Advisor and services
Lombard, IL
Suite 150, 500 Waters Edge
Lombard IL 60148
Advisors at this office
30
Illinois
31 years of industry experience
Lincoln Investment Planning, Inc.
2005 - Present • 21 years
Hoffman Estates, IL
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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