William Loftus
William Loftus is a registered investment advisor at Coastal Bridge Advisors, based in Westport, CT, with 27 years of industry experience. William operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 1,584 clients with $4.6B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10.0M - $50.0M | 0.65% |
| $50M+ | 0.50% |
The fee rate shown applies only to client assets in that tier. Fees for assets under management in accounts held at Cidel Bank & Trust, Inc. will be negotiated and will generally be higher than the fee schedule set forth herein.
Fee Estimator
Location
54 Wilton Road, 1st Floor, Westport, CT, 06880
Get directionsHistory
Regulatory History (3)
Customer Dispute
August 2007Customer Dispute
August 2004Customer Dispute
October 1996Other Business Activities
William is a partner in Partner Wealth Management, a management company of an RIA, dedicating full-time hours to this role. He is also a member/executive officer of Manifest Growth Fund GP, LLC, spending minimal time raising capital and acting as general partner.
Employment History
Current Registrations
Coastal Bridge Advisors
Previous Registrations
Llbh Group Private Wealth Management, LLC
Merrill Lynch, Pierce, Fenner & Smith Incorporated
State Registrations4 states
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.