Logan Doty is a registered investment advisor at Strickler Investment Services, LLC, based in Brighton, MI. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 282 clients with $110M in assets under management.
Compensation
Firm Size
Number of Clients
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Fee Structure
Strickler Financial Group manages investments through a wrap fee program, which covers advisory services, trading, custody, and reporting for a single fee. The annual fee is a percentage of the value of your portfolio, not to exceed 1.75%. The specific fee is determined on a client-by-client basis, considering factors like complexity, assets under management, and portfolio style. Fees are billed monthly, based on the average daily balance of your account.
Location
10299 E. Grand River Rd., Suite I, Brighton, MI, 48116
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Strickler Investment Services, LLC
State Registrations1 state
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