Loveland & Bastian Financial Services Group provides investment advice to individuals and companies. The firm tailors its services to each client's needs. They use fundamental and technical analysis to select investments and may use options strategies. Client accounts are held at Charles Schwab.
Assets Under Management$65M
Clients155
Advisors3
Avg. per Client$420K
Avg. per Advisor$22M
Fee Structure
Investment management only (planning not offered)
Loveland & Bastian charges an annual asset management fee based on the total value of your account. This fee is billed quarterly, in advance. Trading costs are charged separately. In some cases, clients may agree to a performance-based fee.
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