Logix Investments LLC
Assets Under Management
$102.1M
Number of Clients
164
Number of Advisors
4
Average Client AUM
$623K
AUM per Advisor
$25.5M
Compensation
Fee-Only (AUM)
About This Firm
Logix Investments LLC, a wholly-owned subsidiary of GFP Private Wealth, offers portfolio management services on a discretionary or non-discretionary basis. They use a proprietary quantitative asset allocation model to formulate recommendations. The firm manages assets for various client types, including individuals, institutions, and businesses.
Fee Structure
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
Location
1801 East 9th Street, Suite 1600, Cleveland, OH, 44114