Logbook Financial Planning, LLC
Logbook Financial Planning, LLC (CRD# 286100) is a financial advisory firm headquartered in , . They manage $33,144,535 in 268 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Logbook Financial Planning, LLC
By the Numbers
-
Total Assets Under Management33MILLION
-
Total Number of Accounts268ACCOUNTS
-
Average Account Value$123,674
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
DC, MD, ME, NY, TX, VA
Financial Advisors at Logbook Financial Planning, LLC
1
Christopher Cortese (CRD# 6734228) is an Investment Advisor Representative working at Logbook Financial Planning, LLC in Rockport, ME and has over 7 years of experience in the finance industry.
Ready to hire a financial advisor?
Get competitive proposals from multiple advisors.