Mylon Logan is a registered investment advisor at Capital Analysts, based in Marion, IN, with 28 years of industry experience. Mylon is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include High Net Worth, Investment Management, Retirement Planning. Their firm serves 15,840 clients with $8.8B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.0M | 1.25% |
| $2M+ | 1.25% |
Maximum annual financial advisor fee is established at 1.25%. Additional Capital Analysts administrative fees may apply ranging from 0.08% to 0.15% with a $200 minimum.
Fee Estimator
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.
Exams
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