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GER Loftin Wealth Advisors, LLC

Headquartered in JOHNS CREEK, GA

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Firm Information

GER Loftin Wealth Advisors, LLC is a registered investment advisor headquartered in Johns Creek, Georgia. The firm provides financial planning, portfolio management for individuals, and educational seminars. They manage approximately $233,579,777 in assets for 1,440 clients, including high-net-worth individuals, charitable organizations, and individuals other than high-net-worth. The firm offers wrap fee programs.

GER Loftin Wealth Advisors, LLC

6470 E JOHNS CROSSING

JOHNS CREEK, GA 30097

$233.58M

Assets Under Management

Not reported

Total Clients

4

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (1)

GER LOFTIN WEALTH ADVISORS, LLC has a total of 1 branch locations across the country.
location

JOHNS CREEK, GA

Advisors at GER Loftin Wealth Advisors, LLC

View All 4 Advisors
Unclaimed
George Edwin Rall

RA

JOHNS CREEK, GA

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Keir Jourdan Pienaar

RA

JOHNS CREEK, GA

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Connor Patrick Wilkins

RA

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James D Loftin

CFP®, RA

JOHNS CREEK, GA

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Unclaimed
David Austin Harvey

RA

JOHNS CREEK, GA

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Disclosures

There are no public disclosures for GER Loftin Wealth Advisors, LLC.

Frequently Asked Questions (8)

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