Kurt Lofters is a registered investment advisor at Balentine, based in Atlanta, GA, with 16 years of industry experience. Kurt operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Charitable Giving, Estate Planning, and 5 more. Their firm serves 464 clients with $5.5B 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 | 1.00% |
| $5.0M - $12.5M | 0.75% |
| $12.5M - $22.5M | 0.60% |
| $22.5M - $32.5M | 0.50% |
| $32.5M - $57.5M | 0.40% |
| $57.5M - $82.5M | 0.30% |
| $82.5M - $100.0M | 0.25% |
| $100.0M - $250.0M | 0.20% |
| $250M+ | 0.15% |
Not-for-profit clients receive a 20% discount. For accounts below $5 million accepted at the firm's discretion, an alternate schedule applies (1.25% on the first $2.5M, 0.75% on the next $2.5M).
Fee Estimator
Location
3344 Peachtree Road Ne, Suite 2200, Atlanta, GA, 30326
Get directionsHistory
Regulatory History (1)
Criminal
September 1999Employment History
Current Registrations
Balentine
Previous Registrations
Southeastern Advisory Services INC
Consequent Capital Management, LLC
Gray & Company
Gray & CO
Merrill Lynch Pierce Fenner & Smith INC.
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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