Logan Varela is a CFP-designated registered investment advisor at Mariner Wealth, based in Scottsdale, AZ, with 8 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, Investment Management, Retirement Planning, Tax Planning. Their firm serves 44,528 clients with $99B 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 | 1.25% |
| $1.0M - $5.0M | 1.00% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.60% |
Quarterly minimum fee of $1,875. All fee arrangements are subject to negotiation.
Fee Estimator
Location
17767 N. Scottsdale Rd., Suite 310, Scottsdale, AZ, 85255
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 is the founder and fee-based advisor at Ultra Financial Partners, LLC, an investment advisory firm, dedicating nearly full-time hours to this role. Additionally, Logan provides life insurance and fixed annuity advice under Ultra Financial Plus, spending a few hours per week on this activity.
Employment History
Current Registrations
Mariner Wealth
Previous Registrations
Claraphi Advisory Network, LLC
Ultra Financial Partners
Claraphi Advisory Network, LLC
State Registrations2 states
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