Mark Logan is a CFP-designated registered investment advisor at Skyline Advisors, INC., based in Bellingham, WA, with 32 years of industry experience. Mark operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 369 clients with $390M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Skyline Advisors manages your investment portfolio through a bundled wealth management service that covers investment advice, financial planning, and brokerage services under a single fee. Because specific fee schedules for individual wealth management are detailed in a separate supplementary brochure, clients should review that document for exact percentage rates. However, for employer retirement plans, the firm charges an asset-based fee of up to 1.00% per year, which generally decreases once plan assets reach $1,000,000. For accounts managed through the Pontera platform that are held away from the recommended custodian, Skyline Advisors covers a 0.30% platform fee so you do not pay extra costs.
Location
405 32nd Street, Suite 201, Bellingham, WA, 98225
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Regulatory History (1)
Customer Dispute
June 2002Other Business Activities
Mark works as an investment and financial planning advisor at Skyline Advisors Inc., dedicating full-time hours to helping clients allocate capital, plan for the future, operate accounts, and administer the office.
Employment History
Current Registrations
Skyline Advisors, INC.
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Fairhaven Financial Advisors, INC.
Morgan Stanley Smith BarneyBroker
Morgan Stanley Smith Barney LLC
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
Linsco/private Ledger CORP.Broker
Marketing One Securities, INC.Broker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
State Registrations1 state
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.
Exams
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