Logan Valentine is a CFP-designated registered investment advisor at Valentine Wealth Management, based in Seymour, IN, with 5 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 36 clients with $21M 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 $500K | 1.25% |
| $500K - $2.0M | 0.75% |
| $2M+ | 0.40% |
Investment Management Services are only available for clients participating in Ongoing Financial Planning Services. The minimum annual fee for Investment Management Services is $4,000. Fees are negotiable.
Fee Estimator
Contact
Logan Valentine
Location
Seymour, IN
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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 licensed insurance agent, though he no longer sells insurance products and is not affiliated with any insurance companies. He also serves as Treasurer on the Board of Directors for Seymour Meals on Wheels, dedicating minimal time to this role.
Employment History
Current Registrations
Valentine Wealth Management
Previous Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Charles Schwab & CO., INC.
Charles Schwab & CO., INC.Broker
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
Additional Information
Financial Advice should be more than just investments. We provide Wealth Management and Retirement Planning for one transparent cost. We review all areas of client's financial lived to build a comprehensive plan that position you and your loved ones to meet your goals.