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Jeffrey Lott

Marion Wealth Management
26 Years of Experience
Monroeville, PA
Sells Insurance
View SEC Summary
View SEC Summary

Jeffrey Lott is a registered investment advisor at Marion Wealth Management, based in Monroeville, PA, with 26 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 6 more. Their firm serves 456 clients with $540M in assets under management.

Marion Wealth Management
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5 advisors
Number of Clients
456 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$543.4M

Fee Structure

Minimum Investment:$750K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,200
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.75%

Annual fee varies up to 1.75% based on portfolio value, asset complexity, and administration level. Subject to a minimum monthly fee of $350. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

2790 Mosside Blvd, Suite 640, Monroeville, PA, 15146

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Jeffrey is an independent insurance agent selling non-variable insurance. He is also a partner/owner of Wealthpointe Financial LLC, an operating LLC for the company, since 2017.

Employment History
Current Registrations
Marion Wealth Management
September 2021 - Present · 5 yrs 1 mo
Previous Registrations
United Planners' Financial Services of America a Limited Partner
September 2018 - April 2022 · 3 yrs 7 mos
United Planners' Financial Services of America a Limited PartnerBroker
September 2018 - April 2022 · 3 yrs 7 mos
Wells Fargo Advisors Financial Network, LLC
April 2017 - September 2018 · 1 yr 5 mos
Wells Fargo Advisors Financial Network, LLCBroker
April 2017 - September 2018 · 1 yr 5 mos
Wells Fargo Clearing Services, LLC
July 2007 - April 2017 · 9 yrs 9 mos
Wells Fargo Clearing Services, LLCBroker
July 2007 - April 2017 · 9 yrs 9 mos
Ferris, Baker Watts Incorporated
November 2002 - August 2007 · 4 yrs 9 mos
Ferris, Baker Watts IncorporatedBroker
January 2002 - August 2007 · 5 yrs 7 mos
PNC Capital Markets, INC.Broker
October 2000 - February 2002 · 1 yr 4 mos
Wheat, First Securities, INC.Broker
May 1998 - October 1998 · 5 mos
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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