Jarrod Null is a CFP-designated registered investment advisor at Lasting Mark Retirement Group LLC, based in Nacogdoches, TX, with 13 years of industry experience. Jarrod operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning, and 1 more. Their firm serves 864 clients with $86M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Lasting Mark Retirement Group bundles portfolio management and financial planning together into a single annual fee based on the total value of your household accounts. The fee structure depends on the size of your portfolio across five service tiers:
- Emerald — $500 per year for portfolios under $100,000
- Advance — $1,500 per year for portfolios between $100,000 and $300,000
- Elite — $3,000 per year for portfolios between $300,001 and $500,000
- Impact — $5,000 per year for portfolios between $500,001 and $1,500,000
- Legacy — $7,500 to $15,000 per year for portfolios over $1,500,000
These fees are paid quarterly in arrears. There is no minimum account size required to work with the firm.
Location
2400 N. Stallings Dr Suite 402, Nacogdoches, TX, 75964
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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 Activities
Jarrod is an instructor with the American Financial Education Alliance (AFEA) since April 2022. This requires a few hours per week.
Employment History
Current Registrations
Lasting Mark Retirement Group LLC
Previous Registrations
Sageguard Financial Group, LLC
Alphastar Capital Management, LLC
Sageguard Financial Group, LLC
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.
Exams
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