Loftus Wealth Strategies (LWS) provides investment management and financial planning services. LWS creates personalized investment plans based on your goals, risk tolerance, and time horizon. LWS may recommend third-party professionals but does not receive compensation from them. LWS generally advises on mutual funds, equities, and ETFs.
Assets Under Management$57M
Clients124
Advisors1
Avg. per Client$460K
Avg. per Advisor$57M
Fee Structure
Minimum Investment:$350K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.20% |
| $500K - $1.0M | 1.15% |
| $1.0M - $2.0M | 1.05% |
| $2M+ | 0.95% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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