Logan Simms is a registered investment advisor at Blue Jean Financial LLC, based in Albany, NY, 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 Education Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 1 more. Their firm serves 385 clients with $130M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Blue Jean Financial's investment management fee ranges from 0.50% to 2.00% annually, based on the complexity of services, the amount of assets managed, and the overall client relationship. The fee is based on the value of your investments at the end of each month and is paid monthly. Fees may be negotiable.
Location
125 Wolf Road, Suite 509, Albany, NY, 12205
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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 ActivitiesSells Insurance
Logan is a licensed insurance agent, spending about 10% of his time on insurance sales and implementation of recommendations. He also works as an instructor for Saratoga Joinery, a nonprofit organization, dedicating a few hours per week to teaching woodworking skills.
Employment History
Current Registrations
Blue Jean Financial LLC
Previous Registrations
Thrivent Investment Management INC.
Thrivent Investment Management INC.Broker
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.