LM
CFA
Firm Information
Compensation
Commission-BasedFee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
2,473 clients
Average Client Portfolio
$256K average
Assets Under Management
$632.4M
Fee Structure
Minimum Investment:$100K
Financial Planning:Investment management only
AUM-Based Fees (Flat)
| Assets Under Management | Annual Fee |
|---|---|
| $0+ | 0.35% |
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
IWS's fee schedule is computed on the basis of the market value of the client's portfolio assets. The maximum annual fee for this service is 0.35%. IWS generally imposes a minimum account size of $100,000, which may be waived by the firm in its sole discretion.
Areas of Practice
Investment Management
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Advisor Information
Office location
2801 Via Fortuna, Suite 250, Austin, TX, 78746
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 →Other Business Activities
Logan is a Portfolio Manager at Waterloo Capital, L.P., a registered investment advisor. He manages customized investment portfolios for certain clients, dedicating a few hours per week to this role.
Employment History
Current Registrations
Intelligent Wealth Solutions LLC
May 2024 - Present · 1 yr 8 mos
Waterloo Capital
April 2024 - Present · 1 yr 9 mos
Previous Registrations
AXA Advisors, LLC Broker
August 2019 - October 2019 · 2 mos
State Registrations1 state
TX
Advisor
Exams
No exam information available for this advisor.