Jared Lea is a CFP-designated registered investment advisor at Strategic Wealth Group, based in Eden Prairie, MN, with 9 years of industry experience. Jared is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Charitable Giving, Corporate Executives, Education Planning, and 8 more. Their firm serves 3,557 clients with $1.5B 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 | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.0M | 1.50% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Fees are negotiable based on factors such as historical relationships, asset types, and account composition. Alternatively, a flat fee of up to 2.0% may apply.
Fee Estimator
Location
7820 Terrey Pine Ct, #200, Eden Prairie, MN, 55347
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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
Jared operates under the DBAs Strategic Wealth Group and Strategic Tax Group, focusing on investment advisory and tax preparation services. He dedicates nearly all of his time to these activities, including full-time hours to Strategic Wealth Group and minimal time to Strategic Tax Group.
Employment History
Current Registrations
Strategic Wealth Group
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
LPL Financial LLC
State Registrations7 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.
Exams
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