Logan Moulton
Logan Moulton is a CFA-designated registered investment advisor at Intelligent Wealth Solutions LLC, based in Sandy Springs, GA, with 2 years of industry experience. Their practice areas include Alternative Investments, Investment Management. Their firm serves 3,156 clients with $960M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 0.35% |
Maximum annual fee is 35 basis points (0.35%). Fees are computed based on the market value of portfolio assets, payable either in arrears or in advance depending on the sub-adviser agreement.
Fee Estimator
Location
5555 Glenridge Connector, Suite 200, Sandy Springs, GA, 30342
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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 a Portfolio Manager at Waterloo Capital, L.P., a registered investment advisor. He manages customized investment portfolios for certain clients, dedicating a few hours per week to this role.
Employment History
Current Registrations
Intelligent Wealth Solutions LLC
Waterloo Capital
Previous Registrations
AXA Advisors, LLCBroker
State Registrations1 state
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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