Jeremy Lott is a CFP-designated registered investment advisor at Trinity Strategic Wealth, based in Tulsa, OK, with 25 years of industry experience. Jeremy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,746 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Trinity Strategic Wealth offers investment management services through a wrap fee program. The annual fee is a percentage of your portfolio's value, up to 1.75%. Fees are generally paid quarterly in advance, based on the portfolio value at the end of the previous quarter. Clients who were previously clients of personnel at an unaffiliated advisory firm may be billed in arrears according to their historical fee schedules. The firm may recommend borrowing money to purchase additional securities, which presents a conflict of interest.
Location
1375 E. 71st Street, Tulsa, OK, 74136
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeremy is a partial owner of Millicon Resolutions, LLC since 2017, spends minimal time on Trinity Strategic Wealth as a DBA, and works as a financial advisor for Tulsa Wealth Advisors, Inc. These activities are not investment-related and require minimal time.
Employment History
Current Registrations
Trinity Strategic Wealth
Previous Registrations
Raymond James Financial Services Advisors, INC
Foundation Freedom Advisory Services
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
State Registrations1 state
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