Assets Under Management

$102.1M

Number of Clients

164

Number of Advisors

4

Average Client AUM

$623K

AUM per Advisor

$25.5M

Compensation

Fee-Only (AUM)

About This Firm

Logix Investments LLC, a subsidiary of GFP Private Wealth, provides portfolio management services on a discretionary or non-discretionary basis. They use a proprietary quantitative asset allocation model. They manage client assets for certain employees, friends, and family accounts at a discount or at no cost.

Fee Structure

Minimum Investment:$100K
Financial Planning:Investment management only
Areas of Practice
Investment Management
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Location

1801 East 9th Street, Suite 1600, Cleveland, OH, 44114

4 Advisors at this firm

Logix Investments Llc | TrueAdvisor