Clay Watkins
Clay Watkins is a CFP-designated registered investment advisor at Lfg Wealth Partners, LLC, based in Elizabethtown, KY, with 9 years of industry experience. Clay operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Insurance Planning, Investment Management, Retirement Planning, and 1 more. 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% |
Fees are billed monthly in arrears based on average daily balances. Household accounts may be combined for breakpoint discounts.
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
Clay is a service advisor at Legato Insurance Group, Inc. doing business as Legato Financial Group, Inc., selling insurance and providing related services, dedicating about half of his time to this activity.
Employment History
Current Registrations
Lfg Wealth Partners, LLC
Previous Registrations
Lfg Wealth Partners, LLC
Ae Wealth Management, LLC
Facet Wealth, INC
Robert W. Baird & CO. Incorporated
Robert W. Baird & CO. IncorporatedBroker
J.J.B. Hilliard, W.L. Lyons, LLC
J.J.B. Hilliard, W.L. Lyons, LLCBroker
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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