Logic Wealth Management offers investment advice and financial planning to individuals, families, and businesses. Logic WM manages investment portfolios based on client goals and risk tolerance, primarily on a discretionary basis. They also offer financial planning services covering areas like retirement, estate, tax, and education planning. Clients can impose restrictions on investments. Some advisors are also licensed real estate agents.
Assets Under Management$160M
Clients215
AdvisorsN/A
Avg. per Client$770K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$100K
Planning is included in investment management (also available separately)
Minimum Annual Fee:$1,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
A minimum of $100,000 of assets under management is typically required for this service, with a minimum annual fee of $1,000. These minimums may be negotiable. Logic may also waive fees for clients indefinitely or for a certain period of time.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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