Logan Cruet is a registered investment advisor at LPL Financial LLC, based in Mount Laurel, NJ, with 2 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
305 Fellowship Road, Suite 105, Mount Laurel, NJ, 08054
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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.
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Logan is involved with Peak Wealth Partners and Gladstone Wealth Partners, both DBAs for LPL business, dedicating full-time hours to each. Additionally, Logan provides administrative and investment advisory services through Gladstone Institutional Advisory LLC, spending full-time hours on this activity as well.
Employment History
Current Registrations
LPL Financial LLCBroker
Gladstone Wealth Partners
Previous Registrations
Florida Financial Advisors, LLC
State Registrations1 state
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