Logical Investments, LLC offers investment advisory services to individuals and other client types. They provide portfolio management and financial planning, helping clients meet their financial goals through investments. They primarily invest clients via portfolio models, often using a portfolio hedge component to limit equity holding risk. They also manage Oakstone Hedged Equity, LP, a hedge fund for accredited investors.
Assets Under Management$41M
Clients94
Advisors1
Avg. per Client$440K
Avg. per Advisor$41M
Fee Structure
Minimum Investment:$5K
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.00% |
Fees are generally 1.0% annually of portfolio assets being managed. However, some clients are charged more and some are charged less due to varying circumstances. Fees will not exceed 1.5% of portfolio assets.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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