# Logan Wealth Management

Logan Wealth Management is a Bank / Wealth / Trust based in Minneapolis, Canada.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Minneapolis, Canada
- **Region:** North America
- **Address:** Toronto, ON, Canada
- **Founded:** 1994
- **Assets under management:** Undisclosed
- **Website:** www.loganwealth.com
- **LinkedIn:** https://www.linkedin.com/company/logan-wealth-management

## About

Logan Wealth Management is an SEC-registered investment adviser in Minneapolis, MN, registered since 2019. The firm manages $465 million in assets, with $464 million on a discretionary basis. It has 6 employees and 4 investment advisers.

## Questions

### How is Logan Wealth Management compensated, and does it face product-manufacturing conflicts?

As a fee-based, non-bank wealth manager, Logan Wealth Management charges directly for asset management and financial-planning services rather than earning commissions on proprietary products. This structure removes the incentive to place client assets into internally manufactured funds that are common at Canada's big banks. The firm's independence permits open-architecture portfolio construction, sourcing from the entire market without sales quotas tied to any single asset manager.

### Does Logan Wealth Management act as a discretionary portfolio manager or an execution-only advisor?

The firm operates on a discretionary basis, meaning client portfolios are managed on an ongoing basis without requiring client approval for each individual trade. This distinguishes it from execution-only brokerage models where clients self-direct. The discretionary mandate allows the firm to rebalance across asset classes and respond to market conditions without friction.

## Related profiles

- [Logan Park Wealth Management](https://altss.com/profile/logan-park-wealth-management)
- [Logic Capital Management](https://altss.com/profile/logic-capital-management)

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Last updated: 2026-06-03T20:00:00.000Z

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