Logan Stone
Answer a few questions and
get matched with an advisor.
Learn more about Logan Stone
Overview
Logan Stone is a financial advisory company that has its headquarters in Chicago, Illinois. The company controls $540.8 million in assets under management throughout six client accounts, placing it among the bigger firms in the nation by assets under management (AUM). Logan Stone has a small team, including 3 financial advisors. Logan Stone is not a registered broker-dealer, signifying that the company cannot buy and sell securities for its customers' and own accounts and instead must go through a broker-dealer firm to do so. Securities are exchangable financial investments such as stocks, bonds and options.
Logan Stone administers all of the firm's accounts in a discretionary manner. Discretionary management signifies that buy and sell choices for the client's account are made by a portfolio manager without needing to seek the customer's authorization. The firm oversees an average of $90.1 million in assets for each customer account. The average advisor at Logan Stone oversees about two client accounts, making it one of the most personalized advisor firms in the country.
Logan Stone's central office is at 200 S Wacker Drive, Chicago, Illinois 60606. The firm is legally allowed to serve clients in the state of Illinois.
Assets Under Management
Number of Advisors
Disclosures
Office Location
Logan Stone by the Numbers
$540.8 million
3
6
$90.1 million
Fee Structure
Financial management fees vary depending on the financial services provided. However, fees charged by Logan Stone most likely consist of some combination of the following fee structures: asset-based or performance-based. Logan Stone does not supply a wrap fee program, in which the firm offers a bundle of services for a single fee.
Available
-
Offered by 69% of firms
Percentage of Assets
-
Offered by 26% of firms
Performance-based
Unavailable
-
Find one of the 21% of firms that offer this fee type
Hourly
-
Find one of the 1% of firms that offer this fee type
Commissions
-
Find one of the 0% of firms that offer this fee type
Subscription
-
Find one of the 32% of firms that offer this fee type
Fixed
-
Find one of the 10% of firms that offer this fee type
Other
Types of Clients
The firm provides services to pooled investment vehicles. Out of its six clients, Logan Stone's biggest client by number of accounts is pooled investment vehicles. None of the firm's accounts are from outside of the U.S.
- High-Net-Worth Individuals* - 0%
- Other Individuals - 0%
- Corporations - 100%
- Charitable Organizations - 0%
* The U.S. Securities and Exchange Commission (SEC) defines a high-net-worth individual as someone who has at least $750,000 under management.
Find an advisor who will work directly with you
Sometimes a big firm may not be able to give you the one-on-one service that you need. That's where we come in to help match you with great personal financial advisors. Click here to find your advisor matches today.
Find a financial advisor near you
If you're interested in working with an advisor closer to you, we can help you find one. Click here to find your advisor matches today.
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.