Logan Dickey is a registered investment advisor at Intellivest Wealth Management, based in Boiling Springs, SC, 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, High Net Worth, Investment Management, Retirement Planning. Their firm serves 351 clients with $54M 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 for accounts over $2,500,000 are negotiable. Fees are billed monthly in arrears based on the monthly average balance.
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 Registrations6 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.
Exams
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