Jason Stelter
Jason Stelter is a registered investment advisor at Triple Crown Wealth Management, based in Lexington, KY, with 8 years of industry experience. Jason operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 117 clients with $8.4M 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 $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Fees may be negotiable based on certain criteria.
Fee Estimator
Location
1792 Alysheba Way, Suite 100, Lexington, KY, 40509
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 a licensed insurance agent with Lexington Financial, LLC, where he also has an ownership interest and serves as President. He dedicates nearly full-time hours to insurance duties, including client consultation, obtaining quotes, and processing applications.
Employment History
Current Registrations
Triple Crown Wealth Management
State Registrations5 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.