Advisor at Stratos Wealth Partners, Ltd
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.
Firm
Stratos Wealth Partners, Ltd
Location
Fostoria, OH 44830
Credentials
Series 63, Series 65
Industry experience
4 years
Jessica Lucius is a financial advisor at Stratos Wealth Partners, Ltd with four years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial, LLC and Financial Design Agency of Ohio. Her roles have included administrative support within Stratos Wealth Partners. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.
Based on Stratos Wealth Partners, Ltd
Based on Stratos Wealth Partners, Ltd
Flat fees for financial planning; maximum flat fee for asset management no more than 2.0% of assets under management
$0+: up to 2.0% annually for SWM and advisor-managed non-wrap accounts $5,000+: minimum account size for GWP Managed Service $10,000+: minimum account size for SWM and other advisor-managed non-wrap accounts $10,000+: minimum account size for OMP program $25,000+: minimum account size for MWP program portfolios $100,000+: minimum account size for MAS/MAN program $250,000+: minimum account size for PWP and Envestnet UMA $0+: LPL advisory programs maximum fees vary: Manager Access Select 3.0%, OMP 2.5%, PWP 2.5%, MWP 2.83%, SMS 1.20%, GWP 1.35%
IARs may earn commissions for securities or insurance products sold through LPL Financial (not advisory accounts)
Hourly consulting fees typically up to $500 per hour, negotiable
Subscription financial planning fees negotiated between IAR and client on monthly or quarterly basis
Account minimum: $10,000 Fee-only: Financial Planning/Consulting fees are negotiable; hourly fees typically up to $500/hour; subscription fees negotiated between IAR and client
893 N Countyline St
Fostoria, OH 44830
Ohio · Texas
Stratos Wealth Partners, LTD
2022 - Present (4 years)
LPL Financial, LLC
2021 - Present (5 years)
Financial Design Agency of Ohio
2013 - 2021 (8 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:
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.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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StraightLine
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