Jeffry Cobb
Jeffry Cobb is a CFP-designated registered investment advisor at Logical Investments, LLC, based in Baton Rouge, LA, with 21 years of industry experience. Jeffry operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Tax Planning. Their firm serves 94 clients with $41M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1.0% annually of portfolio assets being managed. However, some clients are charged more and some are charged less due to varying circumstances. Fees will not exceed 1.5% of portfolio assets.
Fee Estimator
Location
11949 Bricksome, Suite #A, Baton Rouge, LA, 70816
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Jeffry is involved in insurance sales (life, health, fixed annuities, EIA, and variable annuities) through Logical Investment Solutions, LLC, dedicating nearly full-time hours to this activity. He also owns Logical Investment Solutions, LLC and provides tax preparation services, and is a notary, spending minimal time notarizing documents for investment clients.
Employment History
Current Registrations
Logical Investments, LLC
Previous Registrations
Next Financial Group, INC.
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.