Logan Financial Empowerment manages investment portfolios based on clients' individual needs and goals. They also offer financial planning services, including cash flow and debt management, college savings, employee benefits optimization, estate planning review, financial goals planning, insurance review, investment portfolio review, retirement planning, risk management review, and tax planning. Financial planning is offered as an ongoing comprehensive service or a limited scope one-time engagement.
Assets Under Management$80K
ClientsN/A
Advisors1
Avg. per ClientN/A
Avg. per Advisor$80K
www.linkedin.com/in/andre-logan-aams%c2%ae-bb35... ·www.facebook.com/loganfinancialempowerment ·www.loganfinancialempowerment.com
Fee Structure
Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $5.0M | 0.80% |
| $5.0M - $25.0M | 0.70% |
| $25M+ | 0.60% |
Fees are negotiable.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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