Mary Fugler is a registered investment advisor at Logan Capital Management, INC., based in Newtown Square, PA, with 15 years of industry experience. Mary 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.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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.
Location
3817 West Chester Pike, Newtown Square, PA, 19073
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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.
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Mary is a Florida Real Estate Sales Associate with Fox Real Estate since 2021, buying and selling property. She dedicates a few hours per week to this activity, primarily on weekends.
Employment History
Current Registrations
Logan Capital Management, INC.
Previous Registrations
Parker Street Securities LLCBroker
Washington Peak Investment Advisors LLC
Andes Capital Group, LLCBroker
Elevage Partners, LLC
Independent Portfolio Consultants, INC.
Managed Account Services, LLCBroker
Sunstreet Securities, LLC
Sunstreet Securities, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Welcome Life Securities, LLCBroker
Ark Securities CO., INC.Broker
Lazard Freres & CO. LLCBroker
Bny Esi & CO., INC.Broker
State Registrations1 state
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.