Loyal Wealth Management provides investment management through managed accounts and financial planning and consulting services as an add-on to asset management. Loyal Wealth Management tailors its investment advice to meet clients’ needs and investment objectives. Financial planning includes risk assessment, investment planning, estate planning, and financial organization.
Assets Under Management$38M
Clients95
Advisors1
Avg. per Client$400K
Avg. per Advisor$38M
Fee Structure
Minimum Investment:None
Planning is included in investment management
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
The fee for a client with greater assets with Loyal Wealth Management will generally be less than for a client with less in assets. In individual cases, Loyal Wealth Management has the sole discretion to negotiate fees that are lower than the standard fee shown or to waive fees based on the client relationship.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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