Logan Park Wealth Management
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Logan Park Wealth Management provides discretionary investment management, financial planning, retirement plan advisory and cash management services to individuals, high-net-worth clients, families, trusts, estates, businesses and retirement plans. The firm also offers trust management and trustee services, including trust administration, accounting and tax return preparation when serving as trustee.
The firm’s investment process is grounded in modern portfolio theory with a generally long-term orientation and a preference for low-cost, diversified mutual funds and ETFs, while also using individual equities and fixed income where appropriate. For certain separately managed accounts Logan Park may employ short-term margin borrowings and derivatives such as options to implement portfolio objectives, and it may retain legacy positions for tax or portfolio-fit reasons.
Notably, Logan Park’s offering of trustee services means it can have custody of client assets in limited circumstances and is subject to a surprise independent examination under regulatory requirements. The firm operates with a relatively small advisory team managing several hundred client relationships and an institutional custody relationship that provides technology and operational support.
Client services
Expertise
Fee options
Financial planning fees range from $3,000 to $50,000 fixed fee; ongoing planning engagements billed quarterly in advance.
$0 - $500,000: 1.25% annually $500,001 - $2,500,000: 1.00% annually $2,500,001 - $5,000,000: 0.90% annually $5,000,001 - $10,000,000: 0.80% annually $10,000,001+: Negotiable
Minimum fee: Minimum fee of $3,000, may be waived at Advisor's discretion.
Main office
121 S. 8th Street, Suite 1110
Minneapolis MN 55402
Advisors at this office
3
Most active in
California · Colorado · Florida · Illinois · Iowa · Massachusetts · Minnesota · New Hampshire · New York · North Carolina · Oregon · Texas · Wisconsin
Also doing business as
Logan Park Wealth Management · Lpwm LLC
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
David B
Series 66
Minneapolis, MN
Logan Park Wealth Management
David Benning is a financial advisor at Logan Park Wealth Management with 25 years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise Financial Services, Inc. for 18 years before joining Logan Park in 2019. Logan Park Wealth Management provides discretionary investment management, financial planning, retirement plan advisory, and cash management services for individuals, families, trusts, estates, businesses, and retirement plans. The firm employs a long-term investment approach based on modern portfolio theory, utilizing diversified mutual funds, ETFs, individual equities, and fixed income, and offers trustee services including trust administration and tax return preparation.
Cole H
CFP®, Series 66
Minneapolis, MN
Logan Park Wealth Management
Cole Hystead is a CFP®-certified financial advisor at Logan Park Wealth Management in Minneapolis, MN, with 15 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for nine years. In addition to his advisory role, he acts in various fiduciary capacities such as trustee and personal representative. Logan Park Wealth Management provides discretionary investment management, financial planning, and trustee services to individuals, families, trusts, estates, businesses, and retirement plans. The firm uses a modern portfolio theory-based investment approach focused on low-cost, diversified mutual funds and ETFs, and offers trustee services including trust administration and tax preparation.
Jeffery S
CFP®, Series 66
Minneapolis, MN
Logan Park Wealth Management
Jeffery Sutton is a CFP® with 22 years of experience in the financial services industry. He has worked at Logan Park Wealth Management since 2019 and previously spent 15 years with Ameriprise Financial Services, Inc. He is based in Minneapolis, MN. Logan Park Wealth Management provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, businesses, and retirement plans. The firm’s investment approach emphasizes modern portfolio theory with long-term orientation, using diversified mutual funds, ETFs, individual equities, fixed income, and selective use of derivatives.
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