Firm
Portfolio Logix
Missoula, Montana
Fee-only
Portfolio Logix at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 2 advisors are listed here.
- Its Form ADV reports 2 employees and 156 individual clients, 40 of them high net worth.
- Its average account is about $161,000 (assets it manages divided by its 245 accounts).
Facts
| Based in | Missoula, Montana |
|---|---|
| Phone | (406) 552-4507 |
Portfolio Logix fees
Portfolio Logix 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 · Hourly |
|---|---|
| Assets managed | $39 million |
| Individual clients | 116 |
| High-net-worth clients | 40 |
| Accounts managed | 245 |
| Employees | 2 |
| Planning clients | 1-10 |
| Financial planning | Offered |
| Form ADV filed | March 18, 2026 |
| SEC record | CRD 305082 |