Lloyd Financial offers investment advice to individuals, high net worth individuals, trusts, and estates. They create customized investment strategies using low-cost, diversified mutual funds and exchange-traded funds, and may also use individual stocks or bonds. Lloyd Financial also provides financial planning services, covering areas like investment planning, retirement planning, and education savings. They may refer clients to other specialists like accountants or attorneys.
Assets Under Management$20M
Clients20
Advisors2
Avg. per Client$990K
Avg. per Advisor$9.9M
Fee Structure
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.60% |
| $500K - $1.0M | 1.40% |
| $1.0M - $2.0M | 1.20% |
| $2M+ | 1.00% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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