Barry Logan is a CFP-designated registered investment advisor at Hogantaylor Wealth, based in Oklahoma City, OK, with 23 years of industry experience. Barry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 361 clients with $500M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $3.0M | 0.70% |
| $3.0M - $10.0M | 0.50% |
| $10.0M - $15.0M | 0.30% |
| $15.0M - $25.0M | 0.50% |
| $25M+ | 0.50% |
Fees may be negotiable for accounts over $25,000,000. The total blended fee, including HoganTaylor Wealth’s fee and the Independent Manager’s fee, will not exceed 2.00% annually.
Fee Estimator
Location
1225 N. Broadway, Suite 200, Oklahoma City, OK, 73103
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Hogantaylor Wealth
Previous Registrations
Asset Management Solutions, LLC DBA Asset Planning Solutions
Partners in Financial Planning, INC.
Cambridge Investment Reserarch, INC.
Ffp Advisory Services INC
State Registrations2 states
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