LOYD FINANCIAL MANAGEMENT INC. is a well-respected financial management firm with a focus on providing expert financial advice to clients. With a team of experienced advisors and a commitment to delivering personalized solutions, LOYD FINANCIAL MANAGEMENT INC. has built a reputation for excellence in the industry.
H2: How does the advisor help clients – Key Takeaways:
– LOYD FINANCIAL MANAGEMENT INC. offers personalized financial advice and solutions to help clients achieve their financial goals.
– The firm’s experienced advisors utilize their expertise and knowledge to create customized financial plans for clients.
– LOYD FINANCIAL MANAGEMENT INC. offers a range of financial services, including investment management, retirement planning, and estate planning.
– The firm focuses on building long-term relationships with clients to help them navigate their financial journey.
H2: Facts and Insights
LOYD FINANCIAL MANAGEMENT INC. is a registered investment advisor, with their headquarters located in New York City. The firm was founded in 2002 by John Loyd, a Certified Financial Planner with over 20 years of experience in the industry. Since its inception, LOYD FINANCIAL MANAGEMENT INC. has continued to expand its team of advisors and grow its client base.
H2: Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 18 years |
H2: Financial Services Offered
LOYD FINANCIAL MANAGEMENT INC. offers a comprehensive range of financial services to help clients achieve their financial goals. These services include:
– Investment management: LOYD FINANCIAL MANAGEMENT INC. creates personalized investment strategies based on each client’s unique financial situation and goals.
– Retirement planning: The firm helps clients plan for a secure and comfortable retirement by creating customized plans that consider factors such as projected income and expenses, risk tolerance, and tax implications.
– Estate planning: LOYD FINANCIAL MANAGEMENT INC. assists clients in creating a comprehensive estate plan, including wills, trusts, and other strategies to protect and transfer their assets to future generations.
H2: Client Types
LOYD FINANCIAL MANAGEMENT INC. serves a diverse range of clients, including high-net-worth individuals, families, and businesses. The firm’s advisors have experience working with clients from all walks of life and are dedicated to providing personalized solutions to help them achieve their financial goals.
H2: Fees & Compensation
LOYD FINANCIAL MANAGEMENT INC. is a fee-only firm, which means they do not earn commissions from the sale of financial products. Instead, they charge a percentage of assets under management as their fee. This fee structure aligns their interests with those of their clients, ensuring that their focus is on achieving clients’ financial objectives.
H2: Background
John Loyd, the founder of LOYD FINANCIAL MANAGEMENT INC., has over 20 years of experience in the financial industry. He holds a Bachelor’s degree in Finance and a Master’s degree in Financial Planning. He is also a Certified Financial Planner (CFP) and a member of the Financial Planning Association (FPA).
H2: Financial Advisor Disclosures to Know
As a registered investment advisor, LOYD FINANCIAL MANAGEMENT INC. is required to disclose any conflicts of interest or potential risks to their clients. The firm has a strict code of ethics and is committed to acting in the best interest of their clients at all times. Their Form ADV, which is publicly available on the Securities and Exchange Commission’s website, provides all necessary disclosures about the firm’s practices and policies.
Overall, LOYD FINANCIAL MANAGEMENT INC. is a reputable financial management firm that strives to provide expert guidance and personalized solutions to their clients. With a team of experienced advisors and a commitment to transparency and ethical practices, clients can trust that their financial future is in good hands with LOYD FINANCIAL MANAGEMENT INC.