Loyd Crowe Jr.
Advisor at Optimum Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Optimum Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Woodstock, GA
Credentials
Series 63, Series 65
Industry experience
16 years
Loyd Crowe is a financial advisor with Optimum Wealth Management, LLC, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. He has worked at Optimum Wealth Management since 2017 and has been associated with LAC Wealth Management since 2006. Outside of his advisory roles, Crowe serves as managing partner of P&C Partnership, LLC, focusing on administrative and investment matters. Optimum Wealth Management provides personalized financial planning and discretionary investment management to individual and high-net-worth clients and small businesses. The firm employs a strategic asset-allocation approach combining passive index and ETF core holdings with selective active satellite managers, implementing investment decisions under discretionary authority with regular client reviews.
Based on Optimum Wealth Management, LLC
Based on Optimum Wealth Management, LLC
Fixed fee for financial plans starting at $1,500, not negotiable; fees may increase if scope changes
$0 - $250,000: up to 1.65%, with minimum annual fee $3,750 $250,000+: up to 1.65%, with minimum annual fee $3,750
Hourly planning services at $200 per hour
Account minimum: $250,000 Minimum fee: Minimum annual fee of $3,750 for Advisory Service Agreement, non-negotiable Fee-only: Fee-only financial planning and investment management services; no commissions received by firm
Woodstock, GA
Georgia
Optimum Wealth Management, LLC
2017 - Present (9 years)
LAC Wealth Management
2006 - Present (20 years)
Efficient Market Advisors LLC
2006 - 2017 (11 years)
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