Logan Foster is a registered investment advisor at Foster Investment Services, based in Lexington, KY, with 13 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 262 clients with $89M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $10K | 1.50% |
| $10K - $100K | 0.90% |
| $100K - $300K | 0.80% |
| $300K - $1.0M | 0.75% |
| $1.0M - $4.0M | 0.65% |
| $4M+ | 0.50% |
The above fee schedule is for equity accounts. Bond accounts (80-100% bonds) are charged 0.25% for portfolios valued at $25,000 to $5,000,000+. Fees may be negotiable.
Fee Estimator
Location
151 Prosperous Place,, Ste 1-B, Lexington, KY, 40509
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Logan is the owner and manager of a farming business. This activity is not investment-related.
Employment History
Current Registrations
Foster Investment Services
Previous Registrations
Dupree Financial Group, LLC
Foster Investment Services LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.