Laurel Farrell is a registered investment advisor at Portfolio Logix, LLC, based in Missoula, MT, with 3 years of industry experience. Laurel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 161 clients with $34M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio Logix's fee for managing your investments generally ranges from 0.5% to 1.0% per year of the value of your portfolio. The exact fee depends on the amount of assets, the complexity of services, and the level of responsibility you want the firm to take. The fee is calculated each quarter based on the value of your portfolio at the end of the previous quarter. The fee is billed at the beginning of the quarter. The advisory fee may be negotiable.
Location
415 N. Higgins Ave, Missoula, MT, 59802
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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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Laurel is the treasurer for the Missoula chapter of the Hellgate Elk's Club. Her annual membership dues are waived in exchange for performing these duties.
Employment History
Current Registrations
Portfolio Logix, LLC
State Registrations2 states
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