Logan Pearlman is a registered investment advisor at Everhart Advisors, based in Fort Myers, FL, with 1 years of industry experience. Logan operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Retirement Planning, and 1 more. Their firm serves 3,534 clients with $1.9B 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 $3.0M | 1.00% |
| $3.0M - $10.0M | 0.50% |
| $10M+ | 0.30% |
Fees are negotiable and may vary among different clients.
Fee Estimator
Location
12140 Carissa Commerce Court, Suite 104, Fort Myers, FL, 33966
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
Everhart Advisors
State Registrations1 state
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