Logan Trenz is a CFP-designated registered investment advisor at Revolve Wealth Partners, LLC, based in Hackensack, NJ, with 16 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, Charitable Giving, Estate Planning, and 6 more. Their firm serves 698 clients with $1.4B 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 | 1.25% |
| $2.0M - $10.0M | 1.00% |
| $10M+ | 0.90% |
Fees are negotiable based on criteria such as anticipated future earnings, asset amounts, related accounts, and account composition. An additional 0.25% due diligence fee applies to private placement investments.
Fee Estimator
Location
411 Hackensack Avenue, Suite 1005, Hackensack, NJ, 07601
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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 COO and CCO of Revolve Wealth Partners, an RIA, since 2017. This takes more than full-time hours, dedicated to total wealth planning services.
Employment History
Current Registrations
Revolve Wealth Partners, LLC
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
Oppenheimer & CO. INC.
Oppenheimer & CO. INC.Broker
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.
Exams
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