Loyal Wealth Management LLC
Firm details
- Headquarters
- ,
- CRD number
- 305360
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Loyal Wealth Management LLC is an independent, owner-operated registered investment advisor organized as an LLC that serves individual and family clients. The firm offers financial planning and portfolio management specifically geared to individuals and small businesses. Its fee model combines a percentage of assets under management with hourly billing for planning or ad-hoc work. Loyal Wealth is not positioned as a capital allocator and does not market itself as an ESG-focused or multi-state adviser.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Investment Grade Corp Bonds75%
- Exchange Traded Equities25%
Contacts
1 of 1
Hylan Harper
Investment AdvisorCRD 4810119
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
, null
Headquartered in , null.
- Office locations
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