Fiduciary advisors in Logan, UT

6 registered advisers

For Logan investors who want a fiduciary standard, 6 SEC-registered firms operate in the area. Fee-only options number 5, removing the potential for commission-driven recommendations.

ADAMS WEALTH ADVISORS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Logan, UtahCRD #286087
Typical Fee--
AUM$709M
Minimum--
Clients717

ANDINA FAMILY OFFICES

Fee-OnlyClean RecordAlso Compensated via Product Sales
Logan, UtahCRD #151762
Typical Fee--
AUM$1.0B
Minimum--
Clients3,341

CACHETECH

Fee-OnlyClean RecordAlso Compensated via Product Sales
Logan, UtahCRD #327688
Typical Fee--
AUM$672M
Minimum--
Clients734

HAROLD DANCE INVESTMENTS

Clean RecordAlso Compensated via Brokerage
Logan, UtahCRD #1582
Typical Fee--
AUM$132M
Minimum--
Clients298

WASATCH EQUITY PARTNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Logan, UtahCRD #326762
Typical Fee2.00%
AUM$312M
Minimum--
Clients22

WASATCH INVESTMENT FUND MANAGER, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Logan, UtahCRD #325037
Typical Fee1.00%
AUM$167M
Minimum--
Clients4
Fiduciary Advisors in Logan, Utah | FiduciaryListings