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Credentials
Series 63, Series 65
Experience Industry experience
15 years
Location
Walsh, CO 81090
Advisers Investment Management, Inc.
Team
Logan Alley is a financial advisor with Advisers Investment Management, Inc. holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has worked at Advisers Investment Management since 2015 and has concurrent experience with PFS Investments Inc. and Primerica Financial Services dating back to 2005 and 2006. Outside of financial advising, Alley manages and operates ranching and horse breeding businesses on a part-time basis. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, pension plans, endowments, foundations, non-profits, and corporations. The firm employs an evidence-based investment process using globally diversified portfolios based on Modern Portfolio Theory and serves both individual and institutional clients with discretionary management and a fiduciary focus.
Based on Advisers Investment Management, Inc.
Based on Advisers Investment Management, Inc.
$0 - $250,000: 1.00% $250,001 - $500,000: 0.90% $500,001 - $750,000: 0.80% $750,001 - $1,000,000: 0.70% $1,000,001 - $1,250,000: 0.60% $1,250,001 - $1,500,000: 0.50% $1,500,001 - $1,750,000: 0.40% $1,750,001 - $2,000,000: 0.30% $2,000,001+: 0.20%
Investment counsel at $250 per hour
Minimum fee: Custodian minimum annual custody fee of $50 for Axos Advisor Services; $15 per quarter custody fee for SEI accounts under $50,000; $150 termination fee for Axos accounts; $95 termination fee for SEI accounts Fee-only: Financial planning fees negotiated; hourly investment counsel at $250/hour
Walsh, CO
512 N. Colorado
Walsh CO 81090
Advisors at this office
1
Colorado · Kansas · Oklahoma · Texas
15 years of industry experience
Advisers Investment Management, Inc.
2015 - Present • 11 years
Walsh, CO
PFS InvestmentS Inc
2006 - Present • 20 years
Walsh, CO
Primerica Financial Services
2005 - Present • 21 years
Walsh, CO
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Is not active or affiliated with:
Insurance agent
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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