Logan Hogrefe
Logan Hogrefe is a CFP-designated registered investment advisor at Frazier Financial Advisors, LLC, based in Columbus, OH, with 2 years of industry experience. Logan is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Charitable Giving, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 733 clients with $1.2B 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 $2.0M | 1.00% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.40% |
Fees are negotiable. Family accounts may be combined to reach lower fee tiers. Legacy clients may be subject to older fee schedules.
Fee Estimator
Location
1690 West Lane Avenue, Suite 280, Columbus, OH, 43221
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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 a registered representative with Private Client Services, LLC, a diversified financial services company. This activity involves the sale of specialized investment products.
Employment History
Current Registrations
Frazier Financial Advisors, LLC
Private Client Services, LLCBroker
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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