Logan Haag
Logan Haag is a registered investment advisor at Season Investments, LLC, based in Colorado Springs, CO, with 5 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Charitable Giving, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 76 clients with $140M 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 $2.0M | 1.00% |
| $2M+ | 0.50% |
Fee schedule is subject to negotiation. Immediate family members receive a discounted rate of 0.75% on the first tier. Fees are waived for all employees of the firm. There is a minimum quarterly fee of $2,500.
Fee Estimator
Location
102 S Tejon St, #750, Colorado Springs, CO, 80903
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 ActivitiesSells Insurance
Logan is an independent life insurance agent since 2019, facilitating the application and execution of life insurance policies. This takes minimal time.
Employment History
Current Registrations
Season Investments, LLC
Previous Registrations
T. Rowe Price Advisory Services, INC.
State Registrations3 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.