Assets Under Management
$263.3M
Number of Clients
52
Number of Advisors
3
Average Client AUM
$5.1M
AUM per Advisor
$87.8M
Compensation
Fee-Only (AUM)
Loyola Asset Management offers portfolio management based on client goals and risk tolerance. They create investment policy statements and may provide financial planning services. They also act as an investment manager to an offshore mutual fund.
| Assets Under Management | 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 above $25,000,000 are negotiable.
2990 Ponce De Leon Blvd, Suite 202, Coral Gables, FL, 33134