Advisor at Triple Crown Wealth Management
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Lexington, KY 40509
Credentials
Series 65
Industry experience
8 years
Jason Stelter is a financial advisor at Triple Crown Wealth Management with eight years of industry experience. He holds a Series 65 designation and has worked with Lexington Financial Advisors, LLC since 2017 and Lexington Financial, LLC since 2011, where he also serves as President. In addition to his advisory role, Stelter is a licensed insurance agent and dedicates significant time to managing insurance services for clients. Triple Crown Wealth Management provides discretionary asset management and investment advice primarily to individual clients. The firm combines fundamental and technical analysis to tailor portfolios according to client goals, with regular account reviews and options for written investment restrictions.
$0 - $2,500,000: 1.00% annually Over $2,500,000+: 0.75% annually
Commissions may be earned on insurance products sold by representatives, separate from advisory fees.
Fee-only: Annual investment advisory fee based on assets under management: 1.00% for assets up to $2,500,000; 0.75% for assets over $2,500,000. This is a tiered fee schedule, but the entire portfolio is charged the same asset management fee based on the tier the total assets fall into.
1792 Alysheba Way, Suite 100
Lexington, KY 40509
Kentucky · Ohio · Tennessee · Virginia · West Virginia
Lexington Financial Advisors, LLC
2017 - Present (9 years)
Lexington Financial, LLC
2011 - Present (15 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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