Firm
Logan Capital Management
Newtown Square, Pennsylvania
Fee-only
Logan Capital Management at a glance
- One of 361 fee-only firms based in Pennsylvania in the Wellspent graph.
- 14 advisors are listed here; 5 of 14 hold the CFA.
- Its Form ADV reports 34 employees and 1,798 individual clients, 379 of them high net worth.
- Its average account is about $1.6 million (assets it manages divided by its 1,898 accounts).
Fee-only advisors in Pennsylvania · What fee-only advisors charge in Pennsylvania
Facts
| Based in | Newtown Square, Pennsylvania |
|---|---|
| Website | logancapital.com |
| Phone | (215) 569-1100 |
Logan Capital Management fees
Logan Capital Management doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Fixed fees |
|---|---|
| Assets managed | $3.1 billion |
| Individual clients | 1,419 |
| High-net-worth clients | 379 |
| Accounts managed | 1,898 |
| Employees | 34 |
| Planning clients | 101-250 |
| Registered with | The SEC (801-45536) |
| Financial planning | Offered |
| Form ADV filed | July 23, 2026 |
| SEC record | CRD 108893 |