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 c...
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Assets Under Mgmt
$203.57M
Investment Professionals
5
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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