Locus Wealth Management
Perfect-fit Client
Locus Wealth Management is designed for individuals and couples age 55+ with 1-10M in investable assets who are preparing for retirement or already retired and want to simplify their financial lives.
Some are trying to make sense of multiple accounts, retirement income decisions, tax questions, estate planning gaps, or the challenge of getting everything organized in one place. Others want an ongoing advisor relationship with more personal attention and a clearer plan.
The Process
The process is built around helping clients make informed, coordinated decisions as they approach retirement and move through it.
That includes investment management, retirement income planning, tax-aware withdrawal strategies, Roth conversion analysis, Social Security decisions, required minimum distributions, and coordination with outside professionals when needed.
The real value of advice often comes from seeing how the full picture fits together. Investments matter, but so do taxes, timing, account structure, estate considerations, and the day-to-day decisions that shape retirement.
The goal is to create greater clarity, reduce complexity, and help clients move forward with confidence.
Fee Structure
| AUM | Annual Fee |
| $0 - $1M | 1.00% |
| $1M - $5M | 0.50% |
| $5M - $15M | 0.25% |
| $15M+ | 0.15% |
Disclaimer: Limitations. This list only serves as a resource to assist an individual in
identifying a potential advisor for their review and consideration. The appearance of an
adviser on the list is not endorsement by NAPFA of that advisor's services. There can be
no assurance that you will experience a certain level of results or satisfaction if you
engage a listed advisor. Except for the NAPFA membership fee, the listed advisor did not
pay NAPFA a separate fee to appear on the list.