| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees above $25,000,000 are negotiable.
2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134
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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 →Jessica is the Chief Compliance Officer for Loyola Asset Management, a registered investment advisor (RIA). This role requires more than full-time commitment from Jessica.