Jeffrey Lott
Jeffrey Lott is a registered investment advisor at Marion Wealth Management, based in Monroeville, PA, with 25 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 448 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Marion Wealth Management's fee for managing your investments can be up to 1.75% per year, depending on the value of your assets, the complexity of services, and the level of administration. The minimum fee is $350 per month, which includes standard financial planning services. Fees may be negotiable.
Location
2790 Mosside Blvd, Suite 640, Monroeville, PA, 15146
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Regulatory History
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.
Learn about disclosures →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
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Wells Fargo Advisors Financial Network, LLC
Wells Fargo Advisors Financial Network, LLCBroker
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Ferris, Baker Watts Incorporated
Ferris, Baker Watts IncorporatedBroker
PNC Capital Markets, INC.Broker
Wheat, First Securities, INC.Broker
State Registrations2 states
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.