Logan Smith is a CFP-designated registered investment advisor at Emerson Equity LLC, based in Denver, CO, with 11 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Insurance Planning, Investment Management. Their firm serves 679 clients with $330M 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 $1.0M | 2.50% |
| $1M+ | 2.25% |
Fees are negotiable. The Advisor, as a registered Broker-Dealer, also receives 12b-1 fees for certain mutual fund transactions.
Fee Estimator
Location
650 S. Cherry St., Ste 825, Denver, CO, 80246
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 has been an insurance agent since 2014, representing various carriers for life, accident, and health insurance. This activity takes about 10-20% of his time and is not investment related.
Employment History
Current Registrations
Emerson Equity LLCBroker
Horizon Wealth
Previous Registrations
Root Financial Partners
Raymond James Financial Services, INC.Broker
Raymond James Financial Services Advisors, INC
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
State Registrations9 states
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