About LOOP INVESTMENT ADVISORS LLC
LOOP INVESTMENT ADVISORS LLC is a financial advisory firm that specializes in providing expert financial advice and guidance to clients. With a team of experienced financial advisors, they have built a reputation for helping clients achieve their financial goals and secure their financial future.
How does the Advisor Help Clients – Key Takeaways:
- Provides personalized financial advice and services based on an individual’s unique financial situation and goals
- Utilizes a variety of financial strategies and tools, including investment portfolios, retirement planning, and tax planning
- Empowers clients with the knowledge and resources to make informed financial decisions
- Continuously monitors and adjusts strategies to ensure they are aligned with clients’ changing financial needs and goals
Facts and Insights:
- Over $2 billion in assets under management (as of January 2021)
- Over 30 experienced financial advisors on staff
- In business for over 20 years, founded in 1999
- Specializes in retirement planning, investment management, and tax planning services
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | $2 billion+ |
|---|---|
| Number of Advisors | 30+ |
| Time in Business | 20+ years |
Financial Services Offered:
- Retirement Planning
- Investment Management
- Tax Planning
- 401(k) Rollover Services
- Estate Planning
Client Types:
- Individuals
- High Net Worth Individuals
- Families
- Business Owners
- Trusts
Fees & Compensation:
LOOP INVESTMENT ADVISORS LLC operates on a fee-based compensation structure, meaning they charge a percentage of a client’s assets under management. This aligns the advisor’s interests with the client’s, as the advisor’s compensation is directly tied to the performance of the client’s investments. Additionally, they may also charge a one-time fee for certain services, such as financial planning.
Background:
LOOP INVESTMENT ADVISORS LLC was founded in 1999 by a team of experienced financial advisors with a shared vision of providing exceptional financial guidance to clients. Over the years, they have built a strong reputation in the industry and have expanded their services to meet the changing needs of their clients. They continue to strive for excellence in all aspects of their work, constantly seeking to improve and evolve with the ever-changing financial landscape.
Financial Advisor Disclosures to Know:
LOOP INVESTMENT ADVISORS LLC is a registered investment advisor and is therefore held to a fiduciary duty, meaning they are legally obligated to act in the best interests of their clients. This includes providing full transparency when it comes to fees, potential conflicts of interest, and any other important information that may impact a client’s financial decisions. They also have a code of ethics in place to ensure all advisors abide by the highest standards of professional conduct.