Logan B Andersen
Advisor at JMG Financial Group Ltd — Downers Grove, IL
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
CFP®
Experience Industry experience
< 1 year
Location
Downers Grove, IL 60515
JMG Financial Group Ltd
Multi-team
Logan Andersen is a CFP® professional at JMG Financial Group Ltd with three years of industry experience. Prior to joining JMG Financial Group, he held positions at Marquette Companies and Miner Enterprises, Inc., and completed his education at the University of Illinois. JMG Financial Group serves individuals, trusts, retirement plans, business entities, and charitable organizations with comprehensive wealth and portfolio management, including in-house tax consulting and private investment fund advisory. The firm employs a planning-based, long-term investment approach centered on strategic asset allocation and utilizes a variety of investment vehicles, along with operational features such as held-away account management and account aggregation tools.
Based on JMG Financial Group Ltd
Based on JMG Financial Group Ltd
Financial advisory and consulting fixed fees generally range from $10,000 to $50,000 depending on scope and complexity
$0+: 0.35% +: 1.00%
Hourly rates range from $100 to $600 per hour for financial advisory and consulting services and tax consulting
Account minimum: $1,000,000 Minimum fee: Minimum annual fee of $20,000 for combined investment advisory and financial advisory services Fee-only: Annual advisory fee based on percentage of assets under management, negotiable, generally ranges from 0.35% to 1.00%
Downers Grove, IL
2001 Butterfield Road, Suite 1400
Downers Grove IL 60515
Advisors at this office
42
Illinois
< 1 year of industry experience
JMG FInancial Group
2023 - Present • 3 years
Downers Grove, IL
JMG Financial Group
2022 - 2022 • 1 year
Downers Grove, IL
Marquette Companies
2022 - 2022 • 1 year
Naperville, IL
University of Illinois
2019 - 2023 • 4 years
Urbana-Champaign, IL
Miner Enterprises, Inc.
2019 - 2019 • 1 year
Geneva, IL
Burlington Central High School
2015 - 2019 • 4 years
Burlington, IL
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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