Logix Investments offers portfolio management services on a discretionary or non-discretionary basis. Logix uses a quantitative asset allocation model to make recommendations. Logix manages assets for individuals, institutions, and businesses, and also acts as a sub-advisor. Logix's parent company is GFP Private Wealth.
Assets Under Management$100M
Clients164
Advisors2
Avg. per Client$610K
Avg. per Advisor$50M
Fee Structure
Minimum Investment:$100K
Investment management only (planning not offered)
Logix Investments charges an annual fee for managing your investment portfolio, billed quarterly. The fee ranges from 0.35% to 1.25% of the value of your portfolio, depending on the size, asset mix, and complexity of your account. The specific fee will be detailed in your Investment Advisory Agreement.
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