About Loftus Wealth Strategies
From the beginning, Loftus Wealth Strategies has committed to staying small, so that we can provide personalized service and custom portfolio management for our clients.
We're good listeners, creative thinkers and passionate about helping you achieve your financial goals. Client relationships are the foundation of who we are, and we hope to earn your trust and the role of your wealth manager for years and generations to come.
Additional offices located at 90 Fort Wade Road, Suite 100 Ponte Vedra, FL 32081
See Disclosures
General Information
Firm Start Year
2010
No. of Employees
2-4
CRD#
3080317
Firm CRD#
316582
States Licensed in
DE, FL, NC, PA, MD
Years of Experience in Financial Services
25
Number of Years with Current Firm
14
Work with the following types of clients
Businesses, Individual Investors
Advisory Services Provided
Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, Wealth Management, Money Management, Financial Planning for Individuals, Financial Planning for Businesses, Financial Advice & Consulting, Tax Advice and Services
Qualifications & Membership
Securities Licenses
Series 6, Series 7, Series 66, Series 63
Insurance and Annuity Licenses
Annuity, Health, Life, Long Term Care, Variable Life
Compensation and Fees
Fee Structure
Fee-Based
Compensation Methods
Hourly, Based on Assets
Fee % Based on Assets
.75 - 1.25
Additional Details on Charges
For our fee you will receive Financial Planning, Tax Planning and Investment Management services. We also have a detailed ongoing client service process that we follow to ensure several contacts a year.
Education
Bachelor of Arts -
Villanova University
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Disclosures
Additional Detailed Disclosures
https://www.financialplanners.net/disclosure/1892255/financialplanners-Loftus-Wealth-Strategies-detailed-disclosure.html
Disclaimer
Loftus Wealth Strategies is a Registered Investment Advisory Firm