John J. Loughlin, Investment Advisor offers personalized investment management and financial advice to individuals, trusts, estates, and business entities. Operating since 1990 and registered with the Missouri Securities Division, the firm focuses on asset allocation, mutual funds, exchange-traded funds, individual stocks and bonds, and options strategies. John J. Loughlin tailors recommendations to each client's age, financial situation, risk tolerance, and goals. The firm operates on a non-discretionary basis, meaning clients must approve all trades before they are executed. In addition to portfolio management, the firm offers hourly consulting and emphasizes a conflict-free business model with no commissions or third-party product sales compensation.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.80% |
Fees are billed quarterly at 0.80% annually and may be negotiated with individual clients.