Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
AUM-Based Fees (Tiered)
| 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 are negotiable, especially for amounts over $25,000,000.
Fee Estimator
Investment Supervisory Services fees range from 2.00% to 1.00% annually based on assets under management, and are negotiable. Fees are paid quarterly in arrears, calculated on the average ending monthly balance. Specialized financial planning can be billed as a percentage of assets (0.25% to 3.00%) or hourly ($150 to $500), as negotiated. Clients are responsible for third-party fees. There is a $100,000 account minimum, which may be waived.
Areas of Practice
Advisor Information
Office location
2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134
Get directionsRegulatory 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.
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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.