MichaelLoftus- Financial Advisor Bethany Beach, DE

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About Michael Loftus

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

CRD#

3080317

Firm CRD#

316582

States Licensed in

DE, FL, NC, PA, MD

Years of Experience in Financial Services

Number of Years with Current Firm

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

PaladinRegistry.com provides referrals to financial professionals. PaladinRegistry.com is not a current client of advisor or advisory services. Financial professionals pay cash compensation for these referrals, which creates the incentive for PaladinRegistry.com to make these referrals, resulting in a conflict of interest.

Additional Detailed Disclosures
https://www.paladinregistry.com/disclosure/1892255/paladinregistry-Loftus-Wealth-Strategies-detailed-disclosure.html

Disclaimer

Loftus Wealth Strategies is a Registered Investment Advisory Firm

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Paladin Research Report For:

Michael Loftus

Loftus Wealth Strategies