Ger Loftin Wealth Advisors, LLC is a reputable local investment advisory firm based out of Johns Creek, GA. With their main office in the area, they are conveniently positioned to serve their clients in a personalized and efficient manner. The firm boasts a team of six dedicated professionals, with five of them specializing in providing comprehensive investment advisory services.
At Ger Loftin Wealth Advisors, LLC, they have established themselves as trusted advisors, managing an impressive average of approximately $40,710,000 in assets under management per investment advisor. Their compensation structure is flexible, offering clients various options such as a percentage of assets under management, fixed fees, and hourly charges.
While the firm handles a diverse portfolio, it is noteworthy that less than 30% of their assets under management are allocated to 401K and individual accounts. However, Ger Loftin Wealth Advisors, LLC possesses the expertise and capability to effectively manage employer funds, providing reliable investment strategies to maximize returns.
Ger Loftin Wealth Advisors, LLC primarily caters to high-net-worth individuals, effectively managing a significant portion of their wealth. With over 220 individual clients, the firm currently oversees an impressive $203,575,000 in assets under management. Their commitment to delivering exceptional financial services is exemplified by the presence of highly experienced advisors, including Keir Pienaar, James Loftin, and David Harvey, who have been with the firm for an extended period.
In addition to their investment advisory services, Ger Loftin Wealth Advisors, LLC also operates as a registered representative of a broker-dealer, further expanding their capabilities and offerings to meet the diverse needs of their clientele.