Loyd Financial Management provides personalized financial planning and investment management. Services include determining financial objectives, clarifying financial goals, cash flow management, tax planning, insurance review, investment management, retirement planning, and estate planning. Most client assets are managed by Focus, while some are managed directly by Loyd Financial.
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.