Logan Dickey is a registered investment advisor at Intellivest Wealth Management, based in Boiling Springs, SC, with 7 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 326 clients with $44M 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 | 1.35% |
| $1.0M - $2.5M | 1.00% |
| $2.5M+ | 1.00% |
Fees are negotiable for accounts over $2,500,000.
Fee Estimator
Location
3082 Old Furnace Road, Boiling Springs, SC, 29316
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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 →Employment History
Current Registrations
Intellivest Wealth Management
Previous Registrations
Thornburg Investment Management INC
Thornburg Securities CorporationBroker
Edward Jones
Edward JonesBroker
State Registrations5 states
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