LM
CFA
LM
CFA

Logan Pearce Moulton

1 Year of Experience
May Earn Commission
Areas of Practice
Investment Management
Compensation
Commission-BasedFee-Only (AUM)
Firm Size
4 advisors
Number of Clients
2,473 clients
Average Client Portfolio
$256K average
Assets Under Management
$632.4M

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
Assets Under ManagementAnnual Fee
$0+0.35%
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
Loading...

Location

2801 Via Fortuna, Suite 250, Austin, TX, 78746

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

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
May 2024 - Present · 1 yr 9 mos
Waterloo Capital
April 2024 - Present · 1 yr 10 mos
Previous Registrations
AXA Advisors, LLCBroker
August 2019 - October 2019 · 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.