Loyd Crowe is a registered investment advisor at Optimum Wealth Management, LLC, based in Woodstock, GA, with 16 years of industry experience. Loyd operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 82 clients with $71M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Optimum Wealth Management manages investments for an annual fee based on the value of your portfolio, up to 1.65%. The minimum annual fee is $3,750. Fees are billed quarterly, in advance.
Location
Woodstock, GA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Loyd is the president of LAC Wealth Mgmt, Inc. since 2005, dedicating a few hours per week to this investment-related activity. He is also a managing partner at P&C Partnership, LLC, spending nearly full-time on administrative and investment matters for the partnership since 2009.
Employment History
Current Registrations
Optimum Wealth Management, LLC
Previous Registrations
Efficient Market Advisors, LLC
State Registrations1 state
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