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Andrew Logue

11 Years of Experience
Loveland, CO
May Earn CommissionSells Insurance

Andrew Logue is a registered investment advisor at Fletching Arrows Wealth Management LLC, based in Loveland, CO, with 11 years of industry experience. Their practice areas include Divorce Planning, Education Planning, Estate Planning, Insurance Planning, and 3 more. Their firm serves 276 clients with $43M in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
276 clients
Average Client Portfolio
$157K average
Assets Under Management
$43.3M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $50K1.20%
$50K - $100K1.10%
$100K - $250K1.00%
$250K - $500K0.90%
$500K - $750K0.80%
$750K - $1.0M0.70%
$1M+0.60%

The annual fee may be negotiable. Accounts within the same household will be combined for a reduced fee. In addition to Fletching Arrows' fees, OPS charges administration fees (0.10% to 0.35%) and account maintenance fees ($25 or $75 annually). Strategist fees (0.0% to 0.50%) may also apply when Fletching Arrows does not directly manage the assets.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Location

1635 Foxtrail Drive, Loveland, CO, 80538

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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 ActivitiesSells Insurance

Andrew is a Managing Member and Insurance Agent at Fletching Arrows Financial LLC, spending minimal time on insurance sales. He also works as a Coordinator for Financial Peace University, dedicating minimal time to this activity as well.

Employment History
Current Registrations
Fletching Arrows Wealth Management LLC
September 2017 - Present · 8 yrs 8 mos
Previous Registrations
Navigation Wealth Management
April 2016 - August 2017 · 1 yr 4 mos
Sigma Financial CorporationBroker
September 2015 - April 2016 · 7 mos
Spc
October 2014 - April 2016 · 1 yr 6 mos
State Registrations3 states
COTXWY
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.