Logan Park Wealth Management

**Background:** LPWM, LLC dba Logan Park Wealth Management is a registered investment advisor with the U.S. Securities and Exchange Commission. The firm was founded in November 2018 and is owned and operated by David M. Benning and Jeffery J. Sutton. Logan Park offers advisory services to individuals, high net worth individuals, families, trusts, estates, businesses, and retirement plans. The firm serves as a fiduciary to its clients, upholding a duty of loyalty, fairness, and good faith. **Expertise:** Logan Park provides customized investment advisory solutions through continuous personal client contact and interaction, offering discretionary investment management and related advisory services. The firm's investment approach is primarily long-term focused, utilizing low-cost, diversified mutual funds, exchange-traded funds (ETFs), and individual stocks or bonds as needed. Clients have the opportunity to place reasonable restrictions on their investments, subject to acceptance by the advisor. **Terms:** - **Minimum Initial Investment:** Not specified - **Fee Structure:** Investment advisory fees are based on a percentage of assets under management, ranging from 0.80% to 1.25% annually. - **Fiduciary:** Logan Park serves as a fiduciary to its clients. - **Investment Discretion:** Logan Park generally has discretion over the selection and amount of securities to be bought or sold in client accounts. - **Account Size:** Not specified **Investment Philosophy:** Logan Park's investment methodology is based on the principles of modern portfolio theory, aiming to achieve clients' investment goals through a diversified portfolio strategy. The firm evaluates and selects investments for client portfolios after applying an internal due diligence process. This summary provides an overview of LPWM, LLC dba Logan Park Wealth Management's background, expertise, terms, and investment philosophy as outlined in their Form ADV Part 2A Disclosure Brochure. For more detailed information, please refer to the original document or contact the advisor directly.