About LOGAN FINANCIAL PLANNING LLC
LOGAN FINANCIAL PLANNING LLC is a leading financial planning firm that provides expert guidance and advice to clients for their financial needs. With a team of highly qualified and experienced financial experts, the firm aims to help clients achieve their financial goals and secure their financial future.
How does the advisor help clients – Key Takeaways:
LOGAN FINANCIAL PLANNING LLC takes a comprehensive approach to financial planning and offers a range of services to help clients manage their finances efficiently. Some of the key ways in which the advisor helps clients include:
- Creating personalized financial plans to suit individual needs and goals
- Ongoing monitoring and review of client’s financial situation
- Providing expert guidance and advice for investment decisions
- Assisting with retirement planning and managing retirement accounts
- Helping clients with tax planning and minimizing tax liabilities
- Educating clients about various financial products and strategies
Facts and Insights
LOGAN FINANCIAL PLANNING LLC has a strong track record of helping clients achieve their financial goals. Here are some key facts and insights about the firm:
- Assets Under Management: $50 million
- Number of Advisors: 5
- Time in Business: 15 years
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $50 million | 5 | 15 years |
Financial Services Offered
LOGAN FINANCIAL PLANNING LLC offers a wide range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- College planning
- Insurance planning
Client Types
LOGAN FINANCIAL PLANNING LLC caters to a diverse client base, including:
- Individuals
- Families
- Small business owners
- High net worth individuals
Fees & Compensation
LOGAN FINANCIAL PLANNING LLC believes in maintaining transparency and integrity when it comes to fees and compensation. The firm charges a fee based on a percentage of client’s assets under management. The fee structure is as follows:
- Assets under management between $0 – $2 million: 1% fee
- Assets under management between $2 – $5 million: 0.75% fee
- Assets under management above $5 million: Negotiable fee
Background
LOGAN FINANCIAL PLANNING LLC was founded in 2005 by John Logan, a highly experienced financial advisor with over 20 years of experience in the industry. The firm has grown to become a reputable and trusted name in the field of financial planning, thanks to its personalized approach and commitment to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
LOGAN FINANCIAL PLANNING LLC is a registered investment advisor and files Form ADV with the Securities and Exchange Commission (SEC). As per regulatory requirements, the firm is required to disclose any potential conflicts of interest or disciplinary history. The firm has a clean record with no disciplinary actions or complaints against it.