Logix Investments Llc
1300 EAST NINTH STREET, Cleveland, Ohio 44114
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
Compensation comes exclusively from client fees. No commissions, no product sales, no kickbacks.
No criminal, civil, or regulatory disclosures found in SEC or FINRA records.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
fee for portfolio management services generally ranges from 0.35% to 1.25% of assets under management and is based on the size, asset composition, and complexity of the client's account. The fees and terms will be set forth in an executed Investment Advisory Agreement. Payment of our management fee
Source: Form ADV Part 2 BrochureCompensation Transparency
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.