Logan Cruet is a registered investment advisor at Gladstone Wealth Partners, based in Mount Laurel, NJ, with 3 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, Charitable Giving, Education Planning, Estate Planning, and 4 more. Their firm serves 8,385 clients with $5.7B 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 | 2.00% |
Maximum investment management fee is 2.00% of assets under management. Fees are negotiable and may vary based on account size, complexity, and scope of services.
Fee Estimator
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.
Learn about disclosures →Other Business Activities
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
Gladstone Wealth Partners
Previous Registrations
LPL Financial LLCBroker
Florida Financial Advisors, 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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