SG
CFA
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
164 clients
Average Client Portfolio
$623K average
Assets Under Management
$102.1M
Fee Structure
Minimum Investment:$100K
Financial Planning:Investment management only
The annual fee for portfolio management services is billed quarterly in arrears based on the value of assets in the previous quarter. The annualized fee generally ranges from 0.35% to 1.25% of assets under management and is negotiable, based on the size, asset composition, and complexity of the client's account.
Areas of Practice
Investment Management
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Advisor Information
Office location
1801 East Ninth Street, Suite 1600, Cleveland, OH, 44114
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Logix Investments LLC
July 2024 - Present · 1 yr 6 mos
Gfp Private Wealth
June 2024 - Present · 1 yr 7 mos
State Registrations2 states
NYOH
Advisor
Exams
No exam information available for this advisor.