|
⚲
|
| Keyboard |
| LFG Wealth Partners LLC
✚
|
|
|---|---|
| CRD # | 331339 |
| SEC # | 801-130411 |
| CIK # | 0002044171 |
| AUM | 190.7 M (2026-02-09) |
| Employees | 26 (27% Investors, 0% Brokers) |
| Fees | |
| Minimum | |
| Phone | 877-573-2043 |
| Address | 2905 Ring Road Elizabethtown, KY 42701 |
| Source | [IAPD] [EDGAR] [Website] [Facebook] [Instagram] |
| Total AUM ($M) |
|---|
| Fees and Compensation — Form ADV Part 2A (2/9/2026) [Brochure] |
|---|
Item 5 Fees and Compensation
This section provides details regarding the fees and compensation we receive for the services we offer.
Lower fees for comparable services may be available from other sources. The exact fees and other terms
will be outlined in the Investment Advisory Agreement between you and LFG.
Fees for Model Portfolios and Direct Asset Management Services
Fees for Model Portfolios and Direct Asset Management Services are charged based on a percentage of
assets under management, billed in arrears (at the end of the billing period) on a monthly calendar basis
and calculated based on the average daily balance of the account for the current billing period, all
according to the fee schedule below:
Assets Under Management Annual Fee
$0 - $500,000 1.5%
$500,001 - $2,500,000 1.3%
$2,500,001+ 1.0%
Fees are prorated (based on the number of days service is provided during the initial billing period) for
your account opened at any time other than the beginning of the billing period. Under the average daily
balance method, each day’s balance for the month is summed and then divided by the number of days in
the month to compute the average daily balance. The average daily balance is then multiplied by the
monthly portion of the annual fee to determine the monthly fee due. Cash placed in a model will be
included in the billing; non-modelized cash will not.
LFG Wealth Partners, LLC Form ADV 2A
Version 2.4.2026
LFG combines the account values of family members living in the same household to determine the
applicable advisory fee. For example, account values for you and your minor children, joint accounts with
your spouse, and other types of related accounts may be combined. Combining account values may
increase the asset total, which may result in your paying a reduced advisory fee based on the breakpoints
available in our fee schedule stated above. LFG also reserves the right to reduce or waive fees at its
discretion.
LFG’s fee is deducted directly from your account through the qualified custodian holding your funds and
securities. Advisory fees are deducted only when you have given our firm written, ongoing authorization
permitting the fees to be paid directly from your account(s), which authorization you must provide for LFG
to begin providing investment advisory services to you.
Your qualified custodian will deliver an account statement to you at least quarterly. These account
statements will show all disbursements from your account, including fees paid to LFG for services
rendered. LFG will withdraw the fees directly from your account(s) each month, and you should review all
statements for accuracy.
LFG believes that its advisory fees are reasonable in relation to services provided and the fees charged
by other investment advisers offering similar services and programs, but our fee may be higher than that
charged by other investment advisers offering similar services and programs. In addition to our
compensation, you may also incur charges imposed at the fund level depending on the investments held
in your portfolio (e.g., advisory fees and other fund expenses).
In most circumstances, investment advisory fees will be deducted from your account and paid directly to
our firm by the qualified custodian(s) of your account. You must authorize the qualified custodian(s) of
your account to deduct fees from your account and pay such fees directly to LFG. If more convenient for
you, you have the authority to require us to charge your investment advisory fees to a single, designated
account. Keep in mind that your custodian will rely on our instructions to charge the designated account
and will have no responsibility to confirm those instructions with you or verify the amount or timing of
investment advisory fees charged to the designated account. Additionally, collecting a fee for a taxable
account out of a non-taxable account typically constitutes a taxable event and may be subject to a penalty.
Please consult with a tax advisor in the event you wish to charge all fees to a single advisory account.
You should review your account statements received from the qualified custodian(s) and verify that
appropriate investment advisory fees are being deducted. The qualified custodian(s) will not verify the
accuracy of the investment advisory fees deducted. LFG has discretion to bill you for fees incurred instead
of deducting the fees from your account.
Either party may terminate the Investment Advisory Agreement at any time immediately upon written
notice to the other party in accordance with the terms of the Agreement. If services are terminated at any
time other than the last business day of the month, fees for the final billing period will be determined on a
pro rata basis using the number of days services are provided during the final period. Upon termination,
you are responsible for monitoring the securities in your account, and we will have no further obligation
to act or advise with respect to those assets. In the event of a client's death or disability, LFG will continue
management of the account until we are notified of the client's death or disability, at which point we will
then freeze the account until we have received the appropriate documentation to update the account or
transfer it to the client’s beneficiaries. If at some point the account is again in good order, we will resume
management.
LFG Wealth Partners, LLC Form ADV 2A
Version 2.4.2026
... |
| Account Minimums and Types of Clients — Form ADV Part 2A (2/9/2026) [Brochure] |
|---|
Item 7 Types of Clients
LFG offers investment advisory services to the following types of clients:
• Individuals;
• High net worth individuals;
•
Clients are required to execute a written investment advisory agreement with LFG when establishing an
investment advisory relationship.
Minimum Investment Amounts Required
In general, LFG requires a minimum of $500,000 to open and maintain an advisory account. LFG reserves
the right to waive this minimum at its discretion. |
| Sector | Form 13F Holdings | Value ($M) | |
|---|---|---|---|
| Nvidia Corp | 10.8 | ||
| Microsoft Corp | 9.5 | ||
| Apple Inc | 9.4 | ||
| Alphabet Inc | 8.0 | ||
| Amazon Com Inc | 6.8 | ||
| ENI Spa | 4.0 | ||
| Total Sa | 3.8 | ||
| Tesla Motors Inc | 3.6 | ||
| Taiwan Semiconductor Manufacturing Co Ltd | 3.6 | ||
| J P Morgan Chase & Co | 3.3 | ||
| View All | |||
| Holdings by Sector ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 271 | 69.6 |
| (b) Individuals (high net worth individuals) | 89 | 121.0 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 919 | 190.7 |
| By Discretionary | ||
| Discretionary | 919 | 190.7 |
| Non-Discretionary | 0 | 0.0 |
| Total | 919 | 190.7 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 190.7 | |
| Total | 919 | 190.7 |
| EDGAR Form | CIK | 2011 - 2026 |
|---|---|---|
| 13F-HR | [0002044171] |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Investment Management Corporation
✚
|
VA | 191.2 M |
|
Forthright Family Wealth Advisory LLC
✚
|
TX | 191.2 M |
|
Apex Wealth Management LLC
✚
|
NH | 191.1 M |
|
DRH Investments Inc
✚
|
CA | 191.0 M |
|
D & G Advisory Group LLC
✚
|
190.9 M | |
|
Meyer Capital Management LLC
✚
|
OH | 190.8 M |
|
Masus Financial Group Ltd
✚
|
IL | 190.6 M |
|
Bluestone Private Wealth LLC
✚
|
OH | 190.4 M |
|
Armada Advisors Inc
✚
|
FL | 190.3 M |
|
Silicon Beach Wealth LLC
✚
|
CA | 190.1 M |