Merton Breisch
Merton Breisch is a CFA-designated registered investment advisor at Logan Capital Management, INC., based in Newtown Square, PA, with 25 years of industry experience. Merton 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 1,897 clients with $3.1B 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 $25.0M | 0.65% |
| $25.0M - $50.0M | 0.55% |
| $50.0M - $75.0M | 0.45% |
| $75.0M - $100.0M | 0.35% |
| $100M+ | 0.35% |
Rates shown are for direct institutional separate accounts (growth, value, core, balanced, and fixed income). Accounts under $10 million are charged a flat fee of 1.75%. International ADR and global accounts have separate schedules ranging from 0.75% down. Wealth advisory accounts generally charge 1.00%. Fees are negotiable for accounts over $100 million.
Fee Estimator
Location
3817 West Chester Pike, Newtown Square, PA, 19073
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 →Employment History
Current Registrations
Logan Capital Management, INC.
Previous Registrations
Manulife Investment Management (US) LLC
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
More Advisors
- William Fitzpatrick, CFALogan Capital Management, INC.
- Richard Buchwald, CFALogan Capital Management, INC.
- Christopher Ouimet, CFALogan Capital Management, INC.
- Christopher O'keefe, CFALogan Capital Management, INC.
- James Trotter, CFPMML Investors Services, LLC
- Jacob Myers, CFP, ChFCMML Investors Services, LLC