Loyola Asset Management manages investment portfolios and provides financial planning services tailored to each client's specific goals, time horizon, and risk tolerance. Loyola creates a personalized investment policy statement for every client and offers ongoing portfolio management, asset allocation, and security selection across various asset classes including stocks, bonds, mutual funds, exchange-traded funds, and real estate. Loyola also acts as an investment manager for an offshore mutual fund. The firm serves individuals, high-net-worth clients, corporations, and pooled investment vehicles.
Assets Under Management$240M
Clients57
Advisors3
Avg. per Client$4.2M
Avg. per Advisor$80M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.50% |
| $1.0M - $10.0M | 1.25% |
| $10.0M - $25.0M | 1.00% |
| $25M+ | 1.00% |
Fees are negotiable for accounts over $25,000,000. Fees are paid quarterly in arrears.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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