Kylee Marcy is a registered investment advisor at Lfg Wealth Partners, LLC, based in Elizabethtown, KY, with 11 years of industry experience. Kylee operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. 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% |
LFG combines the account values of family members living in the same household to determine the applicable advisory fee. LFG also reserves the right to reduce or waive fees at its discretion.
Fee Estimator
Location
2905 Ring Road, Elizabethtown, KY, 42701
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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
Kylee is a board of trustees member for the Kentucky Opera, an arts organization, since February 2018. This involves helping with arts organization and performance decisions and requires minimal time.
Employment History
Current Registrations
Lfg Wealth Partners, LLC
Previous Registrations
Lfg Wealth Partners, LLC
Ae Wealth Management, LLC
Fifth Third Securities, INC.Broker
Fifth Third Securities, INC.
PNC Investments
PNC InvestmentsBroker
Northwestern Mutual Investment Services, 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.