Advisor at Loftus Wealth Strategies
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Firm
Loftus Wealth Strategies
Location
Bethany Beach, DE
Credentials
Series 63, Series 66
Industry experience
26 years
Michael Loftus is the principal of Loftus Wealth Strategies, an independent advisory firm, with 26 years of experience in the financial services industry. He holds Series 63 and Series 66 licenses and has previously worked at Cambridge Investment Research and United Planners' Financial Services of America. Outside of advising, he owns Loftus Coaching & Consulting, which provides consulting and marketing services to other financial advisors. Loftus Wealth Strategies is a fee-only registered investment adviser serving individual and high-net-worth clients. The firm employs a combination of passive and active investment strategies, providing discretionary portfolio management and financial planning tailored to client objectives and risk tolerances.
Based on Loftus Wealth Strategies
Based on Loftus Wealth Strategies
Financial planning fixed fees between $999 and $2,500.
$150,000 - $250,000: 1.25% annually $250,001 - $500,000: 1.20% annually $500,001 - $1,000,000: 1.15% annually $1,000,001 - $2,000,000: 1.05% annually $2,000,001+: 0.95% annually
Account minimum: $350,000 (may be waived at firm's discretion) Fee-only: Fee-only firm; no commissions or sales charges accepted.
Bethany Beach, DE
Delaware · Florida · Pennsylvania
Loftus Wealth Strategies
2021 - Present (5 years)
United Planners' Financial Services of America a Limited Partner
2019 - 2021 (2 years)
Loftus Coaching & Consulting
2018 - Present (8 years)
Cambridge Investment Research, Inc
2012 - 2019 (7 years)
Loftus Wealth Strategies, LLC
2010 - Present (16 years)
Beach 2 Bay Insurance
2010 - Present (16 years)
Loftus Wealth Strategies
2009 - Present (17 years)
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Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
CFP®, CFA®, Series 66
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Series 65
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Greenwich Financial Advisors, LLC
Series 65
Bethany Beach, DE
Axion Financial Group LLC
Series 63, Series 65
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CWM Advisory, LLC
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