Loomis Capital Management provides investment advice and financial planning services to high-net-worth individuals and families. Loomis Capital offers both discretionary and non-discretionary investment advice, helping clients with asset allocation, manager selection, and investment recommendations. Financial planning services include retirement, estate, insurance, asset protection, and tax planning, provided on an ad hoc basis.
Fee Structure
Loomis Capital charges an annual management fee based on a percentage of the market value of your investments, billed quarterly. They also offer fixed fee arrangements negotiated with clients. The specific fee schedule is not included in this brochure. You are responsible for other fees associated with your account, such as fund management fees and custodial fees.