Jennifer Rosen
Jennifer Rosen is a registered investment advisor at Logan Capital Management, INC., based in Newtown Square, PA, with 13 years of industry experience. Jennifer 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.
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Current Registrations
Logan Capital Management, INC.
State Registrations1 state
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