Sector Logic offers investment management programs using mutual funds and exchange-traded funds, along with portfolio review services. They provide discretionary investment management based on asset allocation and fund selection. Sector Logic also offers programs based on systematic industry sector rotation and dynamic asset allocation. Fees are calculated as a percentage of assets under management.
Assets Under Management$49M
Clients51
Advisors1
Avg. per Client$950K
Avg. per Advisor$49M
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.88% |
| $100K - $250K | 1.50% |
| $250K - $500K | 1.30% |
| $500K - $1000K | 1.10% |
| $1.0M - $2.0M | 1.00% |
| $2.0M - $5.0M | 0.80% |
| $5M+ | 0.80% |
Fees negotiable for accounts over $5,000,000. Sector Logic also manages accounts for high-net-worth clients and may charge a performance fee.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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