Patrick Rumoro is a registered investment advisor at Lfg Wealth Partners, LLC, based in Elizabethtown, KY, with 4 years of industry experience. Patrick 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
Patrick is a member of The Albatross Group LLC, a real estate holding company, and spends about 10-20% of his time acting as a property manager. He also owns Thigh Tie LLC, a travel accessory business, and spends about 10-20% of his time fulfilling orders and shipping products.
Employment History
Current Registrations
Lfg Wealth Partners, LLC
Previous Registrations
Lfg Wealth Partners, LLC
Ae Wealth Management, LLC
Silver Oak Securities, IncorporatedBroker
Magnate Advisory Services, LLC
State Registrations1 state
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