Logan Capital Management, Inc

CRD#108893
Investment Advisor Firm

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Learn more about Logan Capital Management, Inc

  • Overview
  • By the Numbers
  • Products and Services
  • Fee Structure
  • Types of Clients
  • Disclosures
  • State Registrations
  • Office Locations
  • Firm Advisors

    • Overview

    Logan Capital Management, Inc is located at 3843 West Chester Pike, Newtown Square, PA. The firm employs 15 financial advisors to manage client portfolios and provide financial guidance. Logan Capital Management, Inc is not a registered broker-dealer.

    Logan Capital Management, Inc oversees $2.5 billion in assets under management across 1,730 accounts, of which 1,726 are discretionary and 4 are non-discretionary. Over the past year, the firm has provided financial planning services to between 101 and 250 clients. The services offered include 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. The firm caters to retail investors, high net worth investors, investment companies, pension plans, charitable organizations, state or municipal government entities, insurance companies, corporations, and other types of investors, with retail investors being the largest client type by accounts. The fee structure at Logan Capital Management, Inc includes asset-based and fixed fees. The firm has 235 high net worth clients.

    Logan Capital Management, Inc is registered in the states of Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, Delaware, District of Columbia, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

    Assets Under Management

    $2.5 billion

    Number of Advisors

    15

    Disclosures

    No

    Office Location

    3843 West Chester Pike
    Newtown Square, PA 19073

    Logan Capital Management, Inc by the Numbers

    Total Assets Under Management

    $2.5 billion

    National Average: $8.6 billion
    Total Number of Employees

    35

    National Average: 64
    Total Number of Accounts

    1,730

    National Average: 375,227
    Average Account Size

    $1.4 million

    National Average: $23.0 thousand
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    Products and Services

    Logan Capital Management, Inc offers a number of services, including 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 last financial year, Logan Capital Management, Inc provided financial planning services to 101-250 of its accounts. It does not sell products or offer services aside from investment advisory services to its investment advisory customers.

    Core Advisor Services

    • 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.

    • 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.

    • 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

    • 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.

    • Offered by 3% of firms

      Publication of Periodicals

      This is the publication of various financial education materials.

    • Find a firm that offers this service

      Educational Seminars/Workshops

      This is the hosting of seminars or workshops to educate investors on financial concepts.

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    Fee Structure

    Financial advisory fees typically are based on which service is offered. Fees billed by Logan Capital Management, Inc can include some blend of the following fee structures: asset-based or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are provided by Logan Capital Management, Inc.

    Available

    • Offered by 69% of firms

      Percentage of Assets

      Show 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 32% of firms

      Fixed

      Show Explanation

      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.

    Unavailable

    • Find one of the 21% of firms that offer this fee type

      Hourly

      Show Explanation

      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 1% of firms that offer this fee type

      Commissions

      Show Explanation

      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 26% of firms that offer this fee type

      Performance-based

      Show Explanation

      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 0% of firms that offer this fee type

      Subscription

      Show Explanation

      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 10% of firms that offer this fee type

      Other

      Show Explanation

      Firms can sometimes charge customers using non-traditional fee structures. See this firm's Form ADV for more details.

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    Types of Clients

    The company works with a number of different customers. 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 9 clients, Logan Capital Management, Inc's biggest client type by number of accounts is insurance companies, although it also caters to 235 high-net-worth individuals. A high-net-worth individual is defined by the SEC as an investor who has at least $750,000 in AUM or a net worth of more than $1,50 million or who counts as a "qualified purchaser" (a standard met by having at least $5 million in investments).

    • High-Net-Worth Individuals* - 13.58%
    • Other Individuals - 80.35%
    • Corporations - 4.62%
    • Charitable Organizations - 1.45%

    * 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

    Mary Fugler
    Newtown Square, PA
    Jennifer Rosen
    Newtown Square, PA
    William Fitzpatrick
    Newtown Square, PA
    Christopher Ouimet
    Newtown Square, PA
    Julie Kelly
    Newtown Square, PA
    Peter Cooke
    Newtown Square, PA
    Joseph Langella
    Newtown Square, PA
    Christopher Travers
    Newtown Square, PA
    Christopher O'Keefe
    Newtown Square, PA

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