Jennifer Logan
Jennifer Logan is a registered investment advisor at Chisholm Financial Planning & Investments, based in Henderson, NY, with 16 years of industry experience. Jennifer operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning. Their firm serves 45 clients with $47M 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 $500K | 1.30% |
| $500K - $750K | 1.15% |
| $750K - $1.0M | 1.00% |
| $1M+ | 0.80% |
Accounts under $500,000 are subject to a $6,000 annual minimum fee, with the portion exceeding the standard AUM percentage billed as financial planning. Fees are negotiable.
Fee Estimator
Location
Henderson, NY
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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 ActivitiesSells Insurance
Jennifer sells fixed insurance products, including life insurance, long-term care, and disability insurance, dedicating a few hours per week. She also works as an attorney and provides financial planning services and online courses, spending about a third of her time on these activities.
Employment History
Current Registrations
Chisholm Financial Planning & Investments
Previous Registrations
Osaic Wealth, INC.Broker
Osaic Wealth, INC.
Guide My Finances
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Securities America Advisors, INC.
Securities America, INC.Broker
AXA Advisors, LLC
AXA Advisors, LLCBroker
State Registrations2 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.