William
Logan
Valeo Financial Advisors, LLC
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About this Advisor
William Logan is a certified financial planner working out of Carmel, Indiana with 5 years of relevant experience. Logan works at Valeo Financial Advisors, LLC. Their career trajectory has included roles at Valeo Financial Advisors, Marion County and Student. Logan can operate in Indiana. Valeo Financial Advisors, LLC is a registered investment firm that has its headquarters in Carmel, IN. The firm has offices in four locations and a total of 161 employees. It oversees $7 billion in assets under management between its 15,757 client accounts, placing it among the largest financial advisory firms in the nation by assets under management. The firm provides services to eight charities and foundations. Of its 15,757 accounts, 76% belong to high-net-worth investors who have at least $1 million in investable assets. The advisory firm performs a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients and selection of other advisers. A financial advisor's fee schedules typically vary depending on which services the firm provides the client. However, fees charged by Valeo Financial Advisors, LLC can include some blend of asset-based, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Valeo Financial Advisors, LLC Brokerage Details
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/assets@2x.png)
$7,103,709,028
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/employees@2x.png)
161
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/accounts@2x.png)
15,757
![](https://d31s10tn3clc14.cloudfront.net/imgs/falc/account-size@2x.png)
$450,829
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
- Selection of other advisers
William Logan Work History
William has been registered as a financial advisor for 5 years.*
Valeo Financial Advisors
Marion County
Student
*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 William Logan 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 Valeo Financial Advisors, LLC
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
Carmel, IN
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.
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