Portfolio Logix offers tailored investment advice and portfolio management services, acting as a fiduciary for its clients. They provide both discretionary and non-discretionary portfolio management. The firm also offers financial consulting services on topics like risk assessment and investment planning. Portfolio Logix may invest client assets in model portfolios designed for varying risk tolerances.
Fee Structure
Portfolio Logix's fee for managing your investments generally ranges from 0.5% to 1.0% per year of the value of your portfolio. The exact fee depends on the amount of assets, the complexity of services, and the level of responsibility you want the firm to take. The fee is calculated each quarter based on the value of your portfolio at the end of the previous quarter. The fee is billed at the beginning of the quarter. The advisory fee may be negotiable.