Loyal Wealth Management LLC

Loyal Wealth Management LLC serves individual clients and provides discretionary asset management tied to accounts opened with the firm; it manages about $38 million on a discretionary basis. The firm also offers financial planning and consulting services, but those planning services are provided only as an add‑on to its asset management relationships rather than as a standalone offering.

The adviser tailors portfolios to clients’ stated objectives, time horizons, and risk tolerances and may use approaches such as asset allocation, dollar‑cost averaging, technical analysis, and both short‑ and long‑term purchase strategies. Clients may impose written investment restrictions, accounts are reviewed at least quarterly by the firm’s sole adviser, and management is generally exercised on a discretionary basis with custody arranged through an independent qualified custodian.

Distinctive aspects include its solo‑advisor structure while managing a multi‑million dollar discretionary book and its use of an online lead‑matching program that pays a flat fee per lead, an arrangement disclosed in the brochure. The firm also discloses reliance on third‑party service providers that incorporate artificial intelligence and machine learning and describes periodic due diligence to mitigate related risks; it does not accept transaction‑based compensation and generally forwards proxy materials to clients rather than voting proxies on their behalf.