Assets Under Management
$63.0M
Number of Clients
85
Number of Advisors
1
Average Client AUM
$741K
AUM per Advisor
$63.0M
Compensation
Fee-Only (AUM)Fixed/Hourly
Loftus Wealth Strategies LLC provides portfolio management services based on client goals, objectives, time horizon, and risk tolerance. They also offer financial planning services covering investment planning, life insurance, tax concerns, retirement planning, college planning, and debt/credit planning. Investment advice is generally limited to mutual funds, insurance products, equities, and ETFs.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $250K | 1.30% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $1.5M | 1.05% |
| $1.5M - $2.0M | 1.00% |
| $2.0M - $2.5M | 0.95% |
| $2.5M+ | 0.90% |
Fees are generally negotiable.
DE, United States