How does the advisor help clients – Key Takeaways:
LOGBOOK FINANCIAL PLANNING, LLC provides comprehensive financial planning services to individuals and businesses. They have a team of experienced advisors who are committed to helping clients achieve their financial goals and secure their financial future.
Facts and Insights
LOGBOOK FINANCIAL PLANNING, LLC was founded in 2005 and has been in business for over 15 years. They have over $500 million in assets under management and a team of 10 advisors. Their headquarters is located in New York City with offices in other major cities across the United States.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
LOGBOOK FINANCIAL PLANNING, LLC offers a wide range of financial services to help clients achieve their financial goals. These services include:
- Retirement Planning
- Investment Management
- Tax Planning
- Estate Planning
- Insurance Planning
Client Types
LOGBOOK FINANCIAL PLANNING, LLC serves a diverse range of clients including high net worth individuals, corporations, small businesses, and non-profit organizations. They tailor their services to meet the specific needs and goals of each client.
Fees & Compensation
LOGBOOK FINANCIAL PLANNING, LLC charges a fee based on a percentage of assets under management. This fee structure ensures that their interests are aligned with their clients’ and encourages them to help their clients grow their assets. They do not receive any commissions or third-party payments, ensuring that their recommendations are always made with their clients’ best interests in mind.
Background
The team at LOGBOOK FINANCIAL PLANNING, LLC consists of experienced financial advisors who have extensive knowledge and expertise in all areas of financial planning. Many of them hold advanced degrees and certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This gives their clients confidence that they are working with professionals who are dedicated to providing high-quality financial advice.
Financial Advisor Disclosures to Know
LOGBOOK FINANCIAL PLANNING, LLC follows a strict code of ethics and always acts in the best interests of their clients. They have a fiduciary duty to their clients, which means they are legally obligated to put their clients’ interests ahead of their own. They have a clean record with no disciplinary actions or regulatory sanctions.