Logan
Bolick
Beacon Pointe Advisors, LLC
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About this Advisor
Logan Bolick is a certified financial planner and chartered financial analyst based out of Newport Beach, California, with a total of 1 year of relevant experience. Bolick is currently employed by Beacon Pointe Advisors, LLC. Bolick has gained experience at Altavista Wealth Management, Inc and Beacon Pointe Advisors, LLC. Bolick has a Series 65 license, designating them as an investment advisor representative, and can work in North Carolina. Beacon Pointe Advisors, LLC is a registered investment company based in Newport Beach, CA. The firm has offices in 26 locations and a total of 420 financial advisors. It has $23 billion in total assets across its 42,223 client accounts, making it one of the largest financial advisory firms in the United States by assets under management. The firm serves 85 charities and foundations. Of its 42,223 client accounts, 36% are held by high-net-worth individuals who have greater than $1 million in assets available to invest. The firm performs a diverse range of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters, educational seminars and other services. A financial advisor's fees largely vary depending on which service is provided. Fee types billed by Beacon Pointe Advisors, LLC may include some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Beacon Pointe Advisors, LLC Brokerage Details
$23,245,734,845
420
42,223
$550,547
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
Logan Bolick Work History
Logan has been registered as a financial advisor for 1 years.*
Beacon Pointe Advisors, LLC
Altavista Wealth Management, Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Logan Bolick to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Beacon Pointe Advisors, LLC
Newport Beach, CA
Newport Beach, CA
Newport Beach, CA
Los Angeles, CA
Draper, UT
Newport Beach, CA
Campbell, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
