WealthLogic is a registered investment advisor based in Gilbert, Arizona, founded in 2018. The firm provides integrated wealth management services, which combine ongoing investment management and comprehensive financial planning. WealthLogic focuses on helping individuals and high-net-worth clients navigate their financial lives, offering personalized guidance on retirement planning, tax strategies, cash flow and debt management, employee benefits, college savings, estate planning, and risk management. When managing portfolios, WealthLogic uses Modern Portfolio Theory and primarily builds passive portfolios using index mutual funds, exchange-traded funds, and government or municipal securities. Portfolios are tailored to each client's specific goals, risk tolerance, and tax situation, with the firm holding the authority to make trades without asking first. WealthLogic operates on a fee-only structure, meaning they are compensated solely through advisory fees charged to clients and do not accept commissions or third-party product sales compensation.
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 at the firm's discretion. Household accounts may be aggregated to meet fee tiers.