Donald Loyd is a CFP-designated registered investment advisor at Loyd Financial Management INC., based in Centennial, CO, with 38 years of industry experience. Donald operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 149 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Loyd Financial uses Focus, a third-party platform, to manage most client investments. The annual fee ranges from 0.30% to 0.95% of the value of your portfolio, deducted quarterly. Clients with over $1,000,000 may be eligible for a different platform with lower fund costs but additional transaction fees. Loyd Financial also manages some assets directly, called Legacy Asset Management, at no additional cost for clients who also have assets managed by Focus.
Location
7475 East Peakview Avenue,, Building 10, Centennial, CO, 80111
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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.
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Donald is the manager/owner of Hurricane Holdings, LLC, which owns an office building. This activity is not investment-related and takes minimal time.
Employment History
Current Registrations
Loyd Financial Management INC.
Previous Registrations
Signator Investors, INC.Broker
Signator Investors, INC.
Transamerica Financial Advisors, INCBroker
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.
Transamerica Financial Advisors, INC.Broker
Schneider Securities, INC.Broker
Thomas F. White & CO., IncorporatedBroker
Blinder, Robinson & CO., INC.Broker
Genesee Investment CorporationBroker
State Registrations4 states
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.