Logan Financial Empowerment

Overview

Logan Financial Empowerment is a limited liability company operating as a small advisory practice focused on financial planning and portfolio management for individuals and small businesses. The firm offers advisory services that include selecting other advisers and running educational seminars or workshops, and it bills clients through a mix of percentage-of-AUM, hourly, and fixed-fee arrangements. The firm is designated as a capital allocator, which indicates it can place client capital with third-party managers, but its filings show the practice currently concentrates on public mutual fund solutions rather than direct alternative fund commitments. The adviser is not an active ESG investor, does not identify as a multi-state adviser, and does not list pension consulting or related-adviser affiliations.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices