Logan Taft is a CFP-designated registered investment advisor at Lifelong Wealth Advisors, INC., based in Arden Hills, MN, with 13 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 3 more. Their firm serves 865 clients with $710M 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 $300K | 1.75% |
| $300K - $600K | 1.50% |
| $600K - $1.0M | 0.70% |
| $1.0M - $2.5M | 0.55% |
| $2.5M+ | 0.25% |
Fee schedule is for the 'Standard' service level. Other service levels ('Hybrid' and 'Compact') have different fee schedules. The firm may charge a fixed fee for investment management services, which is individually negotiated.
Fee Estimator
Location
1150 County Road E West, Arden Hills, MN, 55112
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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 →Employment History
Current Registrations
Lifelong Wealth Advisors, INC.
Previous Registrations
Advisornet Wealth Partners
Cetera Advisor Networks LLC
Cetera Advisor Networks LLCBroker
Waddell & Reed, INC.Broker
State Registrations2 states
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