Mylon Logan is a registered investment advisor at Capital Analysts, based in Marion, IN, with 27 years of industry experience. Mylon operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 17,698 clients with $8.7B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Capital Analysts offers investment management through various programs. The fees you pay will depend on the specific program you choose, the custodian holding your assets, your advisor's fee, and whether you select a wrap fee or non-wrap fee program.
Your advisor's fee is negotiable, up to a maximum of 1.25% of the assets they manage or advise. The specific fee and billing details will be outlined in your investment advisory agreement.
Location
1717 West Kem Road, Marion, IN, 46952
Get directionsHistory
Regulatory History (1)
Criminal
June 1991Other Business Activities
Mylon is the Church Treasurer for Westview Wesleyen Church since 2003 and an Assistant Trust Officer at Grant County State Bank since 1998. These activities take about 10-20% of his time and a few hours per week, respectively.
Employment History
Current Registrations
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
Previous Registrations
Great American Advisors, INC.
Great American Advisors, INC.Broker
State Registrations6 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.