Aloft Financial offers wealth management services, which include financial planning and investment management. Financial planning services are tailored to client needs and range from foundational to comprehensive plans. Investment management focuses on a balance of assertive investments with risk mitigation, using stocks, mutual funds, and exchange-traded funds. Aloft Financial also provides financial consulting services based on a specific scope of service.
Assets Under Management$2.9M
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$2.9M
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Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $300K | 1.15% |
| $300K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.75% |
Investment Management Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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