Logan Alley
Logan Alley is a registered investment advisor at Advisers Investment Management, INC., based in Walsh, CO, with 14 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 558 clients with $92M 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 | 1.00% |
| $250K - $500K | 0.90% |
| $500K - $750K | 0.80% |
| $750K - $1.0M | 0.70% |
| $1.0M - $1.3M | 0.60% |
| $1.3M - $1.5M | 0.50% |
| $1.5M - $1.8M | 0.40% |
| $1.8M - $2.0M | 0.30% |
| $2M+ | 0.20% |
Management fees may be negotiable under certain circumstances.
Fee Estimator
Location
512 N. Colorado, Walsh, CO, 81090
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
Logan is a part-time ranch manager and operator for Slash Bar Four, Inc. and Alley Ranches, Inc., and a managing member of Sandance Equine, LLC. He also sells property and casualty insurance through Plains Insurance, LLC.
Employment History
Current Registrations
Advisers Investment Management, INC.
Previous Registrations
Primerica Advisors
State Registrations4 states
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.