Advisor Logistics, LLC
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Overview
Advisor Logistics, LLC is a financial advisor company located in Boerne, Texas. Advisor Logistics, LLC oversees $1.8 billion in total assets across 10,000 client accounts, making it one of the largest financial advisory firms in the United States by assets under management (AUM). The firm has a small group, including 1 financial advisor. Advisor Logistics, LLC does not act as a registered broker-dealer, meaning the advisor is not able to buy and sell securities for its customers' and own accounts and instead is required to go through a broker-dealer company to do so. Securities are defined as exchangable fiscal assets such as bonds, options and stocks.
Advisor Logistics, LLC manages none of the firm's accounts in a discretionary manner. Discretionary management is a structure in which an investment advisor has the discretion to make transaction choices for the client's account without needing to seek client authorization. It also oversees 10,000 non-discretionary accounts with a total of $1.8 billion in assets under management. Advisor Logistics, LLC supervises about $180,400 in assets for every client account. The typical financial advisor at Advisor Logistics, LLC manages about 10,000 client accounts.
The company's headquarters is at 1415 E Blanco Rd, Boerne, Texas 78006. Advisor Logistics, LLC is permitted to serve clients in the state of Texas.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Advisor Logistics, LLC by the Numbers
$1.8 billion
4
10,000
$180.4 thousand
Fee Structure
Fees charged by financial advisors typically are based on the financial services offered. Fee types charged by the firm likely are comprised of some combination of the following fee types: asset-based, hourly or fixed. Advisor Logistics, LLC does not provide a wrap fee program, in which the firm offers a service bundle for a comprehensive fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 21% of firms
Hourly
-
Offered by 32% of firms
Fixed
Unavailable
Disclosures
Advisor Logistics, LLC does not have any disclosures.
Please visit its Form ADV for more details.
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Financial Advisors at Advisor Logistics, LLC
Boerne, TX
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