Loyola Asset Management offers portfolio management services tailored to each client's goals, risk tolerance, and time horizon. Loyola creates an Investment Policy Statement for each client. Financial planning services include investment planning, life insurance, cash flow analysis, tax concerns, retirement planning, and college planning. Loyola also manages an offshore mutual fund available to non-US citizens.
Assets Under Management$260M
Clients52
Advisors3
Avg. per Client$5.1M
Avg. per Advisor$88M
Fee Structure
Minimum Investment:$100K
Loyola Asset Management charges an annual fee based on the value of your portfolio. The fee is calculated on the average ending balance of each month in the quarter fees are charged. The fees are negotiable. Here's the fee schedule:
- $250,000 - $500,000: 2.00%
- $500,001 - $1,000,000: 1.50%
- $1,000,000 - $10,000,000: 1.25%
- $10,000,001 - $25,000,000: 1.00%
- Over $25,000,000: Negotiated
Loading...