Advisor Logistics provides outsourced trading, portfolio management, and oversight services to other registered investment advisors. They act as a sub-advisor, implementing investment instructions provided by the advisor. Advisor Logistics does not solicit investment advice or preferences unless explicitly asked by the advisor. Investment decisions are ultimately the responsibility of the advisor.
Assets Under Management$4.9B
Clients17
Advisors1
Avg. per Client$290M
Avg. per Advisor$4.9B
Fee Structure
Investment management only (planning not offered)
Hourly Rate:$100 - $150/hr
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