Loop Investment Advisors offers ongoing portfolio management services based on individual client goals and risk tolerance. They create an investment policy statement for each client and construct a plan to aid in selecting a suitable portfolio. Loop also offers financial planning services, including investment planning, life insurance, tax concerns, retirement planning, education planning, and debt/credit planning.
Assets Under Management$790K
Clients1
Advisors1
Avg. per Client$790K
Avg. per Advisor$790K
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
In limited circumstances, Loop may charge a flat monthly fee rather than the percentage-based fee. These fees are negotiable. Accredited clients will pay an annual fee of 2.00% of assets under management along with a 20.00% performance fee based on capital appreciation.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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