Parker Logan Advisors manages investment portfolios for individual clients, specializing in stock selection. They also advise on fixed income investments using mutual funds and ETFs. Parker Logan creates a tailored investment policy statement for each client, allowing for restrictions on certain securities. Their investment approach is based on a value investing philosophy, seeking mispriced or undervalued securities.
Assets Under Management$3.8M
Clients20
AdvisorsN/A
Avg. per Client$190K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:$10K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.25% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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