Logan Moulton
Logan Moulton is a CFA-designated registered investment advisor at Intelligent Wealth Solutions LLC, based in Austin, TX, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,473 clients with $630M 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% |
IWS manages model portfolios for third-party investment advisors. The maximum annual fee for this service is 0.35%.
Fee Estimator
Location
2801 Via Fortuna, Suite 250, Austin, TX, 78746
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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
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