James Loftin
James Loftin is a CFP-designated registered investment advisor at Loftin Wealth Partners, based in Johns Creek, GA, with 26 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 363 clients with $290M 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 $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
6470 E Johns Crossing, Suite 230, Johns Creek, GA, 30097
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
January 2002Other Business ActivitiesSells Insurance
James is an insurance agent with John Luchene Insurance since 2010. He also owns Loftin Financial Group, LLC for tax and business operating purposes, participates in phone interviews with Guidepoint Global, and is the president of FPA of GA.
Employment History
Current Registrations
Loftin Wealth Partners
Previous Registrations
Ger Loftin Wealth Advisors, LLC
United Planners' Financial Services of America a Limited PartnerBroker
United Planners' Financial Services of America a Limited Partner
Raymond James Financial Services Advisors, INC
Raymond James Financial Services
Raymond James Financial Services, INC.Broker
Morgan Keegan & Company, INC.
Morgan Keegan & Company, INC.Broker
Prudential Securities IncorporatedBroker
State Registrations2 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.