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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 at Advisers Investment Management, Inc. with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has worked in the financial services sector since 2005, including positions at PFS Investments Inc. and Primerica Financial Services. Outside of advising, Alley manages and operates multiple ranching and horse breeding businesses in Colorado. Advisers Investment Management, Inc. provides financial planning, investment counsel, discretionary portfolio management, and retirement-plan advisory services to individuals, institutions, and employers. The firm employs an evidence-based investment approach using globally diversified model portfolios and manages approximately $105 million across about 570 discretionary accounts.
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 - 2015 • 9 years
Walsh, CO
Primerica Financial services
2005 - Present • 21 years
Walsh, CO
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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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