Logan Capital Management, Inc. fees and pricing

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 16, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate

$150⁠-⁠$250/hr

“Our fees for providing consulting services may be based upon a percentage of assets under management beginning at 0.40% of the first $1,000,000, an hourly rate ($150 to $250), a flat fee ($500 to $6,000 per month), or a combination of these forms of compensation.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Logan Capital Management, Inc. bills

Payment and refund terms, quoted from the fee section of the brochure.

• “Fees are billed quarterly in advance, based on the market value of the portfolio.”
• “Form ADV Part 2A Supplement 6 Fee Payment Options for Separate Accounts and Consulting Services Typically, your investment advisory fees are payable quarterly in advance based upon the prior quarter‐end market value of assets under management.”
• “Some clients pay fees in arrears as negotiated by contract.”

How Logan Capital Management, Inc.’s fees compare

• Its hourly rate of $150-$250 is below the Pennsylvania median of $250. 16% of the 267 other Pennsylvania planners that publish an hourly rate charge less.

About Logan Capital Management, Inc.

• Firm size: 34 employees.
• Credentials named in the brochure: CFA.
• Registered as an adviser: 1994 (32 years).

Firm details from Form ADV

How the firm is paid

Fixed or flat fees, percentage of assets under management

Charges a % of assets

Yes

Highest asset based fee in brochure

1.75% a year

Minimum

$10,000 in assets (stated in brochure)

Clients

1,798

Employees

34

Works with

Individuals, high net worth individuals, investment companies, pension and profit sharing plans, charities, state and local governments, insurance companies, businesses, and other

Services reported to regulators

Financial planning, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for businesses and institutions, selecting other advisers, and newsletters and publications

Assets managed

$3,095,761,086

Registered with

U.S. Securities and Exchange Commission

Disciplinary disclosures

None reported

SEC CRD number

108893

Website

logancapital.com (opens in new tab)

Phone

(215) 569-1100

Can advise clients in 51 states: Alaska, Alabama, Arkansas, Arizona, California, Colorado, Connecticut, District of Columbia, Delaware, Florida, Georgia, Hawaii, Iowa, Idaho, Illinois, Indiana, Kansas, Kentucky, Louisiana, Massachusetts, Maryland, Maine, Michigan, Minnesota, Missouri, Mississippi, Montana, North Carolina, North Dakota, Nebraska, New Hampshire, New Jersey, New Mexico, Nevada, New York, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, South Dakota, Tennessee, Texas, Utah, Virginia, Vermont, Washington, Wisconsin, West Virginia, Wyoming

Other planners in Newtown Square that publish fees

• Breakthrough Investing, LLCNewtown Square$500
• 100 Plus PlanningCenter Valley$1,000⁠-⁠$6,000
• 10TH Street CapitalPhiladelphia$300/hr, $3,000⁠-⁠$20,000
• 2ND Story Wealth PlannersPlymouth Meeting$400/hr, $3,000⁠-⁠$6,000
• 80 West Asset Management, LLCPittsburgh$250/hr, $2,000/yr
• A Better Way Financial, LLCAllentown$500⁠-⁠$2,399/yr

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