How does the advisor help clients – Key Takeaways:
Based in New York City, Loftus Wealth Strategies provides comprehensive financial planning and investment management services to clients. The firm’s team of experienced financial professionals is dedicated to creating personalized strategies that align with each client’s unique goals and needs.
Facts and Insights:
Here are some key facts and insights about Loftus Wealth Strategies:
- Assets Under Management: $500 million
- Number of Advisors: 15
- Time in Business: 25 years
Financial Services Offered:
Loftus Wealth Strategies offers a wide range of financial services to help clients achieve their financial goals. Some of the services include:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Insurance planning
- Educational planning
Client Types:
The firm serves a diverse range of clients, including:
- High-net-worth individuals
- Small business owners
- Retirees
- Doctors and medical professionals
- Executives and professionals
Fees & Compensation:
Loftus Wealth Strategies operates using a fee-based compensation model, meaning that they charge a percentage of assets under management as their fee. This aligns the firm’s interests with those of the clients, as the firm’s compensation is tied to the performance of the clients’ investments.
Background:
The firm was founded in 1995 by John Loftus, who has over 30 years of experience in the financial industry. Loftus is a certified financial planner (CFP) and a chartered financial analyst (CFA), and he is dedicated to staying up-to-date on the latest financial trends and strategies. The firm’s team of advisors also has extensive expertise and experience in various areas of finance.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Loftus Wealth Strategies is required to make certain disclosures to clients. These include any conflicts of interest, fees and compensation, and disciplinary history. All of this information is readily available to clients, ensuring transparency and trust in the advisor-client relationship.