Logan Guest is a registered investment advisor at Foundry Wealth Group, based in Minneapolis, MN, with 2 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Estate Planning, High Net Worth, and 3 more. Their firm serves 17 clients with $1.3M 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 $500K | 1.50% |
| $500K - $1.0M | 1.25% |
| $1.0M - $2.5M | 1.10% |
| $2.5M - $5.0M | 0.90% |
| $5M+ | 0.75% |
Rates reflect the Standard Fee Schedule. A Higher Risk Fee Schedule applies to portfolios holding digital assets, concentrated positions, or complex options (rates ranging from 2.00% down to 1.00%). Fees are negotiable.
Fee Estimator
Location
1072 24th Ave SE Unit 1, Minneapolis, MN, 55414
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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
Foundry Wealth Group
Previous Registrations
Pivotal Wealth and Tax
Pivotal Wealth and Tax
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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