| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.75% |
| $500K+ | 1.25% |
Fees are subject to negotiation based on the circumstances of the client.
1825 NW Corporate Blvd., Suite 300, Boca Raton, FL, 33431
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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 →Logan works full-time as a Relationship Associate at Polen Capital Management, LLC, focusing on portfolio management and distribution. Additionally, Logan is a registered representative of Foreside Funds Distributors LLC, an unaffiliated broker-dealer.