Eric
Loftus
Wealth Dimensions Group, LTD
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About this Advisor
Eric Loftus is a financial advisor based in Cincinnati, Ohio, working with Wealth Dimensions Group, LTD. Eric has previously held a position at Wealth Dimensions Group, LTD and is registered to provide services in Ohio. Currently, Eric is part of Wealth Dimensions Group, LTD, which operates out of Cincinnati, Ohio. The firm has 19 employees and manages assets totaling $857.9 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars, and other services. The fee structure at Wealth Dimensions Group, LTD includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Wealth Dimensions Group, LTD Brokerage Details
$857,881,023
19
2,272
$377,588
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
- Other
Eric Loftus Work History
Wealth Dimensions Group, LTD
Disclosures
Please visit the SEC profile of Eric Loftus to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Wealth Dimensions Group, LTD
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
Cincinnati, OH
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