James Logt is a CFP, ChFC-designated registered investment advisor at Private Client Services, LLC, based in Matthews, NC, with 20 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,251 clients with $1.1B 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 $250K | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1000K | 1.50% |
| $1M+ | 1.25% |
Fees may be negotiable. The Investment Model Marketplace provides access to portfolios managed by third party managers, with subscription fees ranging from 0.15% to 1.00% in addition to the IAR advisory fee.
Fee Estimator
Location
Matthews, NC
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a property manager for BDJV Properties, LLC, spending minimal time on it. He also works nearly full-time at VestGen Advisors, LLC, and is a co-founder and member of VestGen Wealth Partners Holdings.
Employment History
Current Registrations
Private Client Services, LLCBroker
Vestgen Advisors, LLC
Previous Registrations
LPL Financial LLC
LPL Financial LLCBroker
LPL Financial LLC
Efg Advisors, LLC
Valmark Advisers, INC.
Valmark Securities, INC.Broker
Woodbury Financial Services, INC.
Woodbury Financial Services, INC.Broker
Northwestern Mutual Investment Services,llc
Northwestern Mutual Investment Services, LLCBroker
State Registrations17 states
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