Loftin Wealth Partners offers investment advice tailored to clients' needs, including asset allocation strategies using various investment products. They provide both discretionary and non-discretionary investment advisory services through managed account programs. Loftin Wealth Partners also offers financial planning consulting services, covering areas like risk assessment, investment planning, and estate planning.
Assets Under Management$290M
Clients363
Advisors6
Avg. per Client$810K
Avg. per Advisor$49M
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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