Loftus Wealth Strategies
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
About This Firm
Loftus Wealth Strategies LLC provides ongoing portfolio management services tailored to individual client goals 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.
Fee Structure
AUM-Based Fees (Tiered)
| 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.
Fee Estimator
The firm charges an annual fee based on assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are fixed and range from $999 to $2,500. Clients are responsible for third-party fees such as custodian and brokerage fees. Educational seminars and newsletters are provided free of charge.
Areas of Practice
Location
DE, United States