Loftin Wealth Partners provides customized investment advisory services, portfolio management, asset allocation, and financial planning consulting. The firm tailors its services to each client's specific objectives, time horizon, and risk tolerance, offering both discretionary and non-discretionary managed account programs. In addition to managing investments, Loftin Wealth Partners assists with estate planning, risk assessment, and financial organization. The firm serves individuals, charitable organizations, and corporations.
Assets Under Management$340M
Clients387
Advisors6
Avg. per Client$890K
Avg. per Advisor$57M
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Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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