Logbook Financial Planning provides financial planning and investment management services. Logbook does not sell insurance or act as a custodian of client assets. Logbook offers financial planning on a fixed-fee or hourly basis, covering topics like retirement, Social Security, college funding, insurance, and taxes. Logbook also offers Partnered Planning, which includes ongoing financial planning and investment management with discretionary authority. Clients can impose restrictions on investments.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $2.0M | 0.75% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.35% |
Accounts within the same household may be combined for a reduced fee. The annual fee may be negotiable. Clients with annuities offered by Lincoln Financial Group are billed quarterly on a flat rate basis. Annuities valued at less than $2,000,000 have an annual advisory fee of 0.75%. Annuities valued at $2,000,001 and above have an annual advisory fee of 0.50%.