Loam Advisory provides investment management and financial planning services to individuals and high net-worth individuals. Loam is a fee-only firm, meaning it only receives compensation from clients for its services. Loam offers ongoing and project-based financial planning, as well as investment management services. Clients engaging in ongoing services can expect quarterly check-in meetings, plan updates, and investment reviews.
Assets Under Management$0
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$0
Fee Structure
Minimum Investment:$400K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$4,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $400K | Included |
| $400K - $2.0M | 0.75% |
| $2M+ | 0.50% |
First $400,000 is a flat fee of $4,000. Minimum annual fee of $4,000 for Investment Management Services. Clients with assets under management (AUM) who meet the $4,000 minimum fee receive financial planning services at no additional cost.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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