Loyal Advisors LLC manages investment portfolios based on clients' individual needs and goals. The firm also offers hourly and project-based financial planning services covering retirement, risk management, college savings, and estate planning. Additionally, Loyal Advisors provides ongoing comprehensive financial planning for a fixed quarterly fee. They also offer educational seminars on various financial topics.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$300K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 0.85% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.65% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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