Logan Park Wealth Management offers customized investment solutions and financial planning to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. Logan Park acts as a fiduciary, prioritizing client interests and mitigating conflicts. Services include investment management using low-cost, diversified mutual funds and ETFs, financial planning, retirement plan advisory services, and trust services.
Assets Under Management$460M
Clients408
Advisors4
Avg. per Client$1.1M
Avg. per Advisor$120M
www.lpwm.com ·www.facebook.com/loganparkwealthmanagement ·www.linkedin.com/company/logan-park-wealth-mana...
Fee Structure
Planning is included in investment management (also available separately)
Minimum Annual Fee:$3,000
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $2.5M | 1.00% |
| $2.5M - $5.0M | 0.90% |
| $5.0M - $10.0M | 0.80% |
| $10M+ | 0.80% |
Fees may be negotiable for accounts over $10,000,001. Certain legacy clients may pay fees that do not conform to this fee schedule.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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