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Dana Stewardson

Logan Capital Management, INC.
41 Years of Experience
Philadelphia, PA
1 DisclosureSells Insurance
View SEC Summary
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Dana Stewardson is a registered investment advisor at Logan Capital Management, INC., based in Philadelphia, PA, with 41 years of industry experience. Dana operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 1,703 clients with $2.7B in assets under management.

Logan Capital Management, INC.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
16 advisors
Number of Clients
1,703 clients
Average Client Portfolio
$1.6M average
Assets Under Management
$2.7B

Fee Structure

Minimum Investment:$2M
Investment management only (planning not offered)
Minimum Annual Fee:$32,500

Logan Capital charges a percentage of your portfolio's value annually for investment management. The specific percentage depends on the type of account (Growth, Value, Core, Balanced, Dividend Performers, or Fixed Income) and the total amount invested. Fees are billed quarterly in advance. Fees may be negotiable or modified based on the services provided, the amount of assets, or other circumstances.

For accounts under $10 million, the fee is 1.75% per year. For accounts over $10 million, the fee is tiered and negotiable.

View Full SEC Brochure

Location

3843 W Chester Pike, Newtown Square, Philadelphia, PA, 19073

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History

Regulatory History (1)
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Customer Dispute
October 2003
Denied
View Full SEC ReportHow to Read Disclosures
Other Business ActivitiesSells Insurance

Dana is a director of Logan Capital and Green Tree Insurance Co, and is involved in NIC investment-related sales, insurance sales, and life insurance sales. Dana also holds board member positions in several non-profit and investment-related organizations, dedicating minimal time to each.

Employment History
Current Registrations
Logan Capital Management, INC.
February 1994 - Present · 32 yrs 2 mos
Previous Registrations
National Securities CorporationBroker
December 2012 - October 2017 · 4 yrs 10 mos
Vfinance Investments, INCBroker
January 2002 - December 2012 · 10 yrs 11 mos
Vfinance InvestmentsBroker
February 1995 - January 2002 · 6 yrs 11 mos
Mercer Securities, LTD.Broker
January 1993 - February 1995 · 2 yrs 1 mo
Edward C. Rorer & CO., INC.Broker
December 1991 - December 1992 · 1 yr
The Pennsylvania Group, IncorporatedBroker
February 1990 - January 1992 · 1 yr 11 mos
Pennsylvania Merchant Group LTD.Broker
March 1987 - February 1990 · 2 yrs 11 mos
Kidder, Peabody & CO. IncorporatedBroker
February 1985 - March 1987 · 2 yrs 1 mo
State Registrations2 states
PATX
Advisor

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
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