AL
AL

Andre Logan

6 Years of Experience
Indianapolis, IN

Andre Logan is a registered investment advisor at Logan Financial Empowerment, based in Indianapolis, IN, with 6 years of industry experience. Andre operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
1 advisor
Number of Clients
Not specified
Average Client Portfolio
Not specified
Assets Under Management
$80K

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M0.80%
$5.0M - $25.0M0.70%
$25M+0.60%

Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

Indianapolis, IN

Get directions

History

Regulatory History
Clean regulatory record

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

Andre works as a State Eligibility Consultant for the Division of Family Resources in Indiana since December 2024. This non-investment related activity takes nearly full-time, approximately 150 hours per month, including time during trading hours.

Employment History
Current Registrations
Logan Financial Empowerment
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Raymond James & Associates, INC.
October 2019 - May 2021 · 1 yr 7 mos
Raymond James & Associates, INC.Broker
August 2019 - May 2021 · 1 yr 9 mos
State Registrations1 state
IN
Advisor

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
No exam information available for this advisor.
Andre Logan - Financial Advisor | TrueAdvisor