Logan Marcus is a registered investment advisor at Sun Valley Advisory, based in Scottsdale, AZ, 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 Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 180 clients with $58M 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 $250K | 1.25% |
| $250K - $500K | 1.15% |
| $500K - $1.0M | 1.00% |
| $1.0M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Fee is in addition to third-party money manager fees, which may range from 0.50% to 1.00%. Clients will not be charged more than 2.25% combined by Sun Valley Advisory and the third-party money manager. Fees are negotiable.
Fee Estimator
Location
17851 N 85th St, Suite 270, Scottsdale, AZ, 85255
Get directionsHistory
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 owns and operates a radio show called "Cover your Assets with Logan Marcus" since December 2022, spending minimal time on it. Logan also holds a notary license with the state of Arizona.
Employment History
Current Registrations
Sun Valley Advisory
Previous Registrations
Cadaret Grant & CO INC
Encompass More Asset Management LLC
State Registrations1 state
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