Logan Edwards Green
LG
CFP
Logan Edwards Green
LG
CFP

Logan Edwards Green

6 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningTax PlanningEstate PlanningHigh Net Worth
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
100 advisors
Number of Clients
4,260 clients
Average Client Portfolio
$2.7M average
Assets Under Management
$11.7B

Fee Structure

Minimum Investment:$1M
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $2.0M1.15%
$2.0M - $10.0M0.75%
$10M+0.50%

Fees and minimums are subject to negotiation.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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Contact

Logan Edwards Green
LG
Logan Edwards Green

Location

105 Continental Place, Suite 110, Brentwood, TN, 37027

Get directions

History

Regulatory History
Clean regulatory record

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
The Mather Group, LLC
December 2021 - Present · 4 yrs 2 mos
Previous Registrations
Eugenias Advisory Group, LLC
November 2019 - December 2021 · 2 yrs 1 mo
State Registrations1 state
TN
Advisor
Exams
No exam information available for this advisor.
Logan Edwards Green
LG
Contact
Logan Edwards Green
Logan Edwards Green - Financial Advisor | TrueAdvisor