Wagner Loftin Investment Services provides investment advice to individuals, trusts, pension plans, and businesses. As a fiduciary, Wagner Loftin aims to act in the client's best interest by understanding their financial goals, risk tolerance, and time horizon. The firm offers Advisor Managed Portfolios, which provides investment management through asset allocation planning software.
Assets Under Management$480M
Clients460
Advisors6
Avg. per Client$1M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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