Gerald Loftin
Gerald Loftin is a CFP-designated registered investment advisor at Proficient Wealth Counselors, LLC, based in Norwood, MA, with 23 years of industry experience. Gerald 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, Investment Management, and 2 more. Their firm serves 181 clients with $130M 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 $250K | 1.25% |
| $250K - $500K | 1.10% |
| $500K - $1000K | 0.95% |
| $1.0M - $2.5M | 0.80% |
| $2.5M - $5.0M | 0.65% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.35% |
Household totals are taken into account when determining the client’s fee rate.
Fee Estimator
Location
77 Access Road, Suite 6, Norwood, MA, 02062
Get directionsHistory
Regulatory History (1)
Criminal
July 1998Other Business ActivitiesSells Insurance
Gerald sells fixed insurance under the DBA name Proficient Wealth Counselors, LLC, at a branch office. This activity is investment-related.
Employment History
Current Registrations
Proficient Wealth Counselors, LLC
Previous Registrations
Proficient Wealth Counselors, LLC
Commonwealth Financial Network
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.