Kenneth Brodkowitz is a registered investment advisor at Logix Investments LLC, based in Cleveland, OH, with 2 years of industry experience. Kenneth operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 164 clients with $100M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Logix Investments charges an annual fee for managing your investment portfolio, billed quarterly. The fee ranges from 0.35% to 1.25% of the value of your portfolio, depending on the size, asset mix, and complexity of your account. The specific fee will be detailed in your Investment Advisory Agreement.
Location
1300 East Ninth Street, Suite 1900, Cleveland, OH, 44114
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Kenneth is a consultant for Dreamfinders Land Bank, an investment fund, and spends minimal time on this activity. He also holds positions as Executive Director and CFO at The 4100 Group, on the Logix Investments Investment Committee, and as Chief Investment Officer at Bull Harbor Capital.
Employment History
Current Registrations
Logix Investments LLC
Bull Harbor Capital LLC.
Gfp Private Wealth
State Registrations3 states
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