Logan Financial Planning offers investment management based on individual client goals and risk tolerance. They create financial plans covering investments, insurance, taxes, retirement, college, and debt. Logan Financial Planning generally limits its investment advice to mutual funds, equities, bonds, fixed income, debt securities, ETFs, REITs, insurance products including annuities, and government securities.
Assets Under Management$35M
Clients56
Advisors2
Avg. per Client$630K
Avg. per Advisor$18M
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are 0.75% for cash/cash equivalents and insurance products. Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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