Logan Queck is a ChFC-designated registered investment advisor at Total Wealth, based in West Des Moines, IA, with 9 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, Retirement Planning, and 1 more. Their firm serves 45 clients with $1.5M 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 | 1.50% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable for accounts over $2,000,000.
Fee Estimator
Location
5550 Wild Rose Ln Ste 400, West Des Moines, IA, 50266
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 owns Everything Insurance, a licensed insurance agency, and is also an independent insurance agent, creating a potential conflict of interest. Logan is also the owner of Total Wealth Planning, an accounting and consulting firm, dedicating about 10-20% of his time to it.
Employment History
Current Registrations
Total Wealth
Previous Registrations
Integrity Wealth Management LLC
Royal Fund Management, LLC
Horter Investment Management, LLC
Royal Fund Management, LLC
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.