LM
CFA
LM
CFA

Logan Moore

1 Year of Experience
Overland Park, KS

Logan Moore is a CFA-designated registered investment advisor at Alts Eval, LLC, based in Overland Park, KS, 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 Alternative Investments, Business Owners, High Net Worth, Real Estate Investing.

Compensation
Fixed/Hourly
Firm Size
1 advisor
IM Fee
Planning only

Fee Structure

  • Basic pitch deck review — $250, paid in advance
  • In-depth investment review — $2,000-$2,500 (includes $250 pitch deck review fee), half paid at engagement, balance upon completion
One-Time Plan:$2,000 - $2,500
Hourly Rate:$250/hr
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Location

Overland Park, KS

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Logan is a consultant at OneFund Investments, LLC, observing the investment review process. This activity requires minimal time and is uncompensated.

Employment History
Current Registrations
Alts Eval, LLC
May 2024 - Present · 2 yrs
State Registrations1 state
KS
Advisor

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
No exam information available for this advisor.
Logan Moore - Financial Advisor | TrueAdvisor