WealthLogic, located in Arizona, offers wealth management services that include both investment management and financial planning. For investment management, WealthLogic creates and manages portfolios based on a client's individual needs, goals, and risk tolerance, primarily using mutual funds and ETFs. Financial planning involves evaluating a client's current and future financial state, addressing areas like cash flow, college savings, estate planning, insurance, retirement planning, risk management, and tax strategies. WealthLogic is a fee-only firm, meaning it only receives compensation from its clients for its services.
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.75% |
| $2M+ | 0.50% |
Fees are negotiable. For clients whose annualized fees paid to WealthLogic are expected be at least $3,750, WealthLogic may cover the cost of the client’s individual (Form 1040) tax return preparation.