Logica Capital Advisers, LLC
Learn more about Logica Capital Advisers, LLC
Logica Capital Advisers, LLC is an advisory company based in Los Angeles, California. Logica Capital Advisers, LLC handles $40.0 million in assets over five accounts. It has a small team of six employees, four of whom are financial advisors. Logica Capital Advisers, LLC does not act as a registered broker-dealer, signifying that the advisor is not able to buy and sell securities for its accounts and those of its customers and instead must go through a broker-dealer firm to do so. Securities are tradable fiscal assets such as bonds, equities and options.
Logica Capital Advisers, LLC oversees all of the firm's accounts in a discretionary manner. Discretionary management is a structure in which transaction judgments are made by an investment advisor without requiring client authorization. The advisory firm's average account size is $8.0 million. The typical financial advisor at Logica Capital Advisers, LLC oversees around one client account, placing it among the most personalized financial advisor firms in the country.
The company's main office is at 11726 San Vicente Blvd., Los Angeles, California 90049. The company is legally registered to provide services to investors in the state of California.
Assets Under Management
Number of Advisors
Logica Capital Advisers, LLC by the Numbers
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Fees for financial advisory services are based on which service is provided. However, fee types charged by the firm most likely are comprised of some combination of the following fee structures: asset-based or performance-based. Wrap fee programs, or the practice of bundling services for a single fee, are not provided by Logica Capital Advisers, LLC. The firm has the ability to withdraw the charges directly from customer funds.
Offered by 74% of firms
Percentage of AssetsShow Explanation
This fee, which is the most common fee type charged by advisors for portfolio management, is based on the amount of assets you have under management. Also referred to as an asset-based fee, this fee typically ranges from 0.50%-2.00% of AUM annually. You'll typically pay a lower rate the more assets you have under management.
Offered by 17% of firms
Advisors only earn performance-based fees if a portfolio outperforms a defined benchmark. This fee may be calculated in a number of ways but most commonly is charged as a percentage of investment profits. Performance-based fees may incentivize advisors to make riskier decisions in order to generate higher returns.
Find one of the 35% of firms that offer this fee type
Like a lawyer, a financial advisor may charge you by the hour. This can be helpful if you are only looking for short-term or one-time advice. Rates typically range from $100-$300 per hour, depending on the complexity and level of services needed.
Find one of the 2% of firms that offer this fee type
Occasionally, advisors earn commissions from selling financial products, such as securities or insurance policies, or making certain referrals or transactions. Advisors who earn commissions may be incentivized to make certain recommendations to clients in order to make a commission. Fee-only advisors do not earn commissions, while fee-based advisors may.
Find one of the 1% of firms that offer this fee type
Firms generally charge this fee for educational materials provided, such as a monthly magazine. This can be useful if you want to learn about investing or financial management on your own.
Find one of the 40% of firms that offer this fee type
Fixed fees are a one-time, lump sum charged for a specific service, like the creation of a financial plan without subsequent implementation. This can be useful if you only need advice for one specific purpose, rather than a long-term advisor. Fixed fees usually range from $1,000 to $3,000.
Find one of the 12% of firms that offer this fee type
Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.
Types of Clients
The company works with pooled investment vehicles. Out of its five clients, Logica Capital Advisers, LLC's biggest client type is pooled investment vehicles. None of the company's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
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Logica Capital Advisers, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Logica Capital Advisers, LLC
Los Angeles, CA
Los Angeles, CA
Los Angeles, CA
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