David Logan is a CFA-designated registered investment advisor at Mill Creek Capital Advisors, LLC, based in Conshohocken, PA, with 24 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Charitable Giving, Estate Planning, High Net Worth, and 2 more. Their firm serves 445 clients with $9.2B 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 $5.0M | Included |
| $5.0M - $10.0M | 0.65% |
| $10.0M - $20.0M | 0.60% |
| $20.0M - $50.0M | 0.55% |
| $50.0M - $100.0M | 0.50% |
| $100M+ | 0.40% |
Fees may be negotiated. Under special circumstances, Mill Creek will accept and maintain accounts valued at less than $5 million. In these cases, Mill Creek typically charges a minimum fixed fee of $30,000. Additionally, under limited circumstances clients may be charged a flat fee.
Fee Estimator
Location
161 Washington Street, Suite 1500, Conshohocken, PA, 19428
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Mill Creek Capital Advisors, LLC
Previous Registrations
Lehman Brothers INC.
Hirtle Callaghan & CO., LLC
State Registrations1 state
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