Michael Loftus is a registered investment advisor at Loftus Wealth Strategies, based in Bethany Beach, DE, with 26 years of industry experience. Michael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 124 clients with $57M 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 $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2M+ | 0.95% |
Fees are negotiable.
Fee Estimator
Location
Bethany Beach, DE
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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 ActivitiesSells Insurance
Michael owns Beach 2 Bay Insurance since 2010, offering life insurance and long-term care options. He also owns Loftus Coaching & Consulting since 2018, providing consulting and marketing services to advisors.
Employment History
Current Registrations
Loftus Wealth Strategies
Previous Registrations
United Planners' Financial Services of America a Limited Partner
United Planners' Financial Services of America a Limited PartnerBroker
Cambridge Investment Research Advisors, INC.
Cambridge Investment Research, INC.Broker
Royal Alliance Associates, INC.
Royal Alliance Associates, INC.Broker
Realty Capital Securities, LLCBroker
Five X Securities, INCBroker
Evergreen Investment Services, INC.Broker
Aig Sunamerica Capital Services, INC.Broker
Planco Financial Services, INC.Broker
State Registrations3 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.