Logan Capital Management, Inc
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Overview
Logan Capital Management, Inc operates as an advisory company based in Newtown Square, Pennsylvania. The firm administers $2.3 billion in assets under management over 1,699 accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). Logan Capital Management, Inc has a small team, including 14 financial advisors. Logan Capital Management, Inc does not act as a registered broker-dealer, signifying that the company cannot buy and sell securities for its accounts and those of its clients and instead is required to go through a broker-dealer firm to do so. Securities are defined as exchangable financial assets like stocks, bonds and options.
Logan Capital Management, Inc manages more than half of the firm's client assets in a discretionary manner. Discretionary management signifies that an investment advisor makes transaction choices for the client's account without requiring client authorization. It also oversees four non-discretionary accounts totaling $596.1 million in assets. Logan Capital Management, Inc administers an average of $1.3 million for every account. The average financial advisor at Logan Capital Management, Inc oversees around 121 client accounts.
Logan Capital Management, Inc's main office is located at 3843 West Chester Pike, Newtown Square, Pennsylvania 19073. The firm is registered to provide services to clients throughout 43 U.S. states and territories.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Logan Capital Management, Inc by the Numbers
$2.3 billion
35
1,699
$1.3 million
Products and Services
Logan Capital Management, Inc offers multiple services, which can consist of financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, selection of other advisers and publication of newsletters. In the past fiscal year, Logan Capital Management, Inc provided 101-250 of its customers with financial planning services. It is not engaged in selling products or offering services apart from investment advice to its investment advisory customers.
Core Advisor Services
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Offered by 31% of firms
Financial Planning Services
This is the process of planning for your financial future, including for events such as retirement, your child's college education or estate succession.
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Offered by 46% of firms
Portfolio Management
This is the selection and management of an investment mix and portfolio strategy for individuals and small businesses.
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Find a firm that offers this service
Market Timing Services
This is the practice of attempting to make short-term profits on investments by buying low and selling high.
Other Services
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Offered by 20% of firms
Selection of Other Advisors
This is the firm's assistance with choosing other advisors to work with who may have different specialties.
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Offered by 3% of firms
Publication of Periodicals
This is the publication of various financial education materials.
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Find a firm that offers this service
Educational Seminars/Workshops
This is the hosting of seminars or workshops to educate investors on financial concepts.
Fee Structure
Financial advisory fees are based on which service is offered. However, fees billed by the company can consist of the following fee types: asset-based or fixed. The company participates in a wrap fee program, in which the firm offers a bundle of services for a comprehensive fee.
Available
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Offered by 69% of firms
Percentage of Assets
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Offered by 32% of firms
Fixed
Unavailable
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Find one of the 21% of firms that offer this fee type
Hourly
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Find one of the 1% of firms that offer this fee type
Commissions
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Find one of the 26% of firms that offer this fee type
Performance-based
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Find one of the 0% of firms that offer this fee type
Subscription
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Find one of the 10% of firms that offer this fee type
Other
Types of Clients
Logan Capital Management, Inc does business with a broad range of clients. The firm works with retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations and other. Out of its 1,699 clients, Logan Capital Management, Inc's biggest client by number of accounts is retail investors, but it also caters to 229 high-net-worth individuals. The SEC defines a high-net-worth individual as someone who has at least $750,000 in AUM or a net worth of more than $1.50 million or who is considered a "qualified purchaser" (a standard met by having at least $5 million in investments). None of the company's accounts are non-U.S. persons.
- High-Net-Worth Individuals* - 13.48%
- Other Individuals - 80.11%
- Corporations - 4.83%
- Charitable Organizations - 1.59%
* 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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Disclosures
Logan Capital Management, Inc does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Logan Capital Management, Inc
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
Newtown Square, PA
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