Jason Pol
Jason Pol is a registered investment advisor at Lfg Wealth Partners, LLC, based in Elizabethtown, KY, with 19 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 360 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.50% |
| $500K - $2.5M | 1.30% |
| $2.5M+ | 1.00% |
LFG combines the account values of family members living in the same household to determine the applicable advisory fee. LFG also reserves the right to reduce or waive fees at its discretion.
Fee Estimator
Location
2905 Ring Road, Elizabethtown, KY, 42701
Get directionsHistory
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
Jason is the President of Maurelli Consulting, an Amazon-based eCommerce business. He is also a licensed insurance agent.
Employment History
Current Registrations
Lfg Wealth Partners, LLC
Previous Registrations
Lord and Richards
Strategic Wealth Investment Group, LLC
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
Silver Oak Securities, INC.
Cuttingedge Advisors
Silver Oak Securities, IncorporatedBroker
LPL Financial Corporation
LPL Financial CorporationBroker
Gunnallen Financial, INC
Gunnallen Financial, INCBroker
State Registrations1 state
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.