Logan Sugarman is a CFA-designated registered investment advisor at Balcony Partners, LLC, based in East Hampton, NY, with 1 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $50.0M | 1.50% |
| $50M+ | 1.25% |
Fees are negotiable. In some instances, performance-based fees are also charged (typically 20% of net annual performance, subject to a high-water mark). Clients that pay performance-based fees are charged the same fees based on assets under management as those clients who are not charged performance-based fees.
Fee Estimator
Location
East Hampton, NY
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 founder of Refresh Software Inc, a software as a service company for HR and insurance, founded in 2006. Logan spends no time on this business during securities trading hours.
Employment History
Current Registrations
Balcony Partners, 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.