Wagner Loftin Investment Services LLC

Wagner Loftin Investment Services LLC is a financial advisory firm based in Pleasant Hill, CA, established in 1993. The firm specializes in providing a wide array of investment advisory services to individuals and various client types. As a fiduciary, the firm is committed to acting in the best interest of clients, offering tailored investment advice through their VISION2020 Wealth Management Platform – Advisor Managed Portfolios Program. The firm does not impose a minimum account balance requirement for clients to engage in services. For their Advisor Managed Portfolios service, the firm charges a maximum annual fee of 1.25%, billed quarterly in advance. Clients may incur transaction fees for trades executed by the custodian, Pershing LLC. The firm does not offer or sponsor a wrap fee program. Regulatory assets under management total $478,043,100 on a discretionary basis and $480,245 on a non-discretionary basis as of December 31, 2024. The firm utilizes Pershing LLC as a custodian for client assets and to execute trades, considering factors such as timeliness of execution and research services. The firm does not receive soft dollars in excess of what is allowed by regulations. Wagner Loftin Investment Services LLC does not accept proxy authority to vote client securities and does not provide financial information in the brochure.