Mark Loftus
Mark Loftus is a registered investment advisor at G. A. Repple & Company, based in Auburn, CA, with 10 years of industry experience. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 13 more. Their firm serves 3,207 clients with $720M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.75% |
Fees vary by program, ranging from 0.25% to 2.75% maximum depending on the specific advisory program and account type selected. Fees are negotiable.
Fee Estimator
Location
Auburn, CA
Get directionsHistory
Regulatory History (1)
Employment Separation After Allegations
July 2022Other Business ActivitiesSells Insurance
Mark is a ministries director at Elevation Church and teaches Spanish & Latin at John Adams Academy full-time. He also works as an independent insurance representative marketing life insurance products a few hours per week.
Employment History
Current Registrations
G. A. Repple & Company
Previous Registrations
Integrity Investors, L.L.C.
Creative Financial Designs, INC.
Hbw Advisory Services LLC
Hbw Advisory Services LLC
State Registrations3 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.
Exams
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