Logan Richard is a CFP-designated registered investment advisor at Denver Pwm, LLC, based in Denver, CO, with 1 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, Estate Planning, Insurance Planning, Investment Management, and 1 more. Their firm serves 336 clients with $550M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum investment advisory fee is 1.5%. Fees may vary based on the size of the account, complexity of the portfolio, extent of activity in the account or other reasons agreed upon.
Fee Estimator
Location
2000 South Colorado Boulevard, Tower One Suite 3700, Denver, CO, 80222
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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
Denver Pwm, LLC
State Registrations1 state
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