Douglas Loftus
Douglas Loftus is a CFP-designated registered investment advisor at Wealth Dimensions Family Office, INC, based in Cincinnati, OH, with 24 years of industry experience. Douglas operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 16 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees typically range from 0.50% to 1.00% of the total net worth or managed portfolio value and are individually negotiated at the start of the relationship.
Fee Estimator
Location
7870 E Kemper Road, Suite 210, Cincinnati, OH, 45249
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Regulatory 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.
Learn about disclosures →Other Business ActivitiesSells Insurance
Douglas is licensed to sell insurance in Ohio as a convenience to clients with insurance needs. He is also a co-owner of Professional Practice Advisors, LLC, a practice management consulting firm, dedicating minimal time to general management and oversight.
Employment History
Current Registrations
Wealth Dimensions Family Office, INC
Wealth Dimensions Group, LTD.
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
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