Wendy Loehr is a CFP-designated registered investment advisor at Captrust, based in Chesterton, IN, with 9 years of industry experience. Wendy operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, High Net Worth, and 3 more. Their firm serves 36,839 clients with $1100B 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 $500K | 2.25% |
| $500K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2.0M - $5.0M | 1.25% |
| $5M+ | 1.00% |
Advisory fees are subject to negotiation based on multiple factors including clients with multiple accounts, size of the account, a prior or existing relationship, and a client’s particular needs or financial characteristics.
Fee Estimator
Location
3100 Village Point, Ste 200, Chesterton, IN, 46304
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Wendy is a trustee for the Robert BD Hartman Testamentary Trust, treasurer and board member for the Lake Maxinkuckee Environmental Fund, and a counter for St Mary of the Lake Parish. These activities are not investment-related and take minimal time.
Employment History
Current Registrations
Captrust
Capfinancial Securities, LLC.Broker
Previous Registrations
Esi Financial Advisors
Equity Services, INC.Broker
State Registrations1 state
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