Logan Gotshall
Logan Gotshall is a registered investment advisor at Lancaster County Financial Group, LLC, based in Lancaster, PA. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 198 clients with $69M 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 $150K | 1.25% |
| $150K - $300K | 0.99% |
| $300K - $600K | 0.89% |
| $600K - $1.0M | 0.79% |
| $1M+ | 0.75% |
Conservative Income portfolios are charged a flat 0.45% annual fee regardless of portfolio size. Fees may be negotiated under special circumstances.
Fee Estimator
Location
247 N. Shippen St., Suite 10, Lancaster, PA, 17602
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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 →Employment History
Current Registrations
Lancaster County Financial Group, LLC
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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