Logan Sanders is a CFP-designated registered investment advisor at Sanders Retirement Planning LLC, based in Omaha, NE, with 3 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 73 clients with $62M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $2.5M | 0.90% |
| $2.5M+ | 0.90% |
Fees are negotiable. Households may be combined to reach the $500,000 minimum required for an annual fee of 1.0% and $1.5 million minimum required for an annual fee of 0.9%. Beyond that, each household must individually qualify to receive a flat annual rate of $22,500 by having $2,500,000 of assets under management/advisement. When a household reaches this threshold and incurs an annual rate of $22,500, all other related households that do not have $2,500,000 of assets under management/ advisement by themselves will incur an annual rate of 0.9%.
Fee Estimator
Location
1299 Farnam St, Ste 300, Omaha, NE, 68102
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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 an instructor at Sanders ATA Martial Arts since 2008. He dedicates minimal time to instructing martial arts classes.
Employment History
Current Registrations
Sanders Retirement Planning LLC
Previous Registrations
Callahan Financial Planning
State Registrations4 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.