Advisor at Portfolio Logix, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Portfolio Logix, LLC
Location
Missoula, MT 59802
Credentials
Series 63, Series 65
Industry experience
3 years
Laurel Farrell is a financial advisor at Portfolio Logix, LLC with Series 63 and Series 65 credentials and three years of industry experience. Her background includes roles in real estate, healthcare, and small business, as well as serving as Treasurer for the Missoula chapter of Hellgate Elk's Club. Portfolio Logix, LLC provides discretionary and non-discretionary portfolio management and financial consulting to individuals, charitable organizations, corporations, and small businesses, managing approximately $33.7 million in client assets. The firm employs a tailored investment process that incorporates asset allocation and fundamental, technical, and cyclical analysis, utilizing a range of strategies including derivatives and option trading.
Based on Portfolio Logix, LLC
Based on Portfolio Logix, LLC
0.5% to 1.0% annually, negotiable depending on assets and services
$100 per hour for financial consulting services
Account minimum: $25,000 Fee-only: Portfolio management fees based on percentage of AUM (0.5% to 1.0%) and hourly consulting fees ($100/hour)
415 N. Higgins Ave
Missoula, MT 59802
Idaho · Montana
Cathy Richman Properties
2022 - Present (4 years)
Bergman Plastic Surgery
2021 - 2021 (1 year)
Missoula City-County Health Dept.
2020 - 2022 (2 years)
Portfolio Logix, LLC
2020 - Present (6 years)
MasksforDocs.com
2020 - 2020 (1 year)
Dandelion One, LLC
2019 - 2020 (1 year)
Self Employed AirBnB Host
2018 - Present (8 years)
Unemployed
2017 - 2018 (1 year)
Roxiberry Unlimited
2014 - 2016 (2 years)
Farrell's US Martial Arts
1996 - 2017 (21 years)
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Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 65, Series 66
Missoula, MT
Sapphire Financial Strategies, L.L.C.
CFP®, ChFC®
Missoula, MT
Advanced Practice Planning, LLC
Hi, I'm Caleb, the Founder and CEO of Advanced Practice Planning, LLC and husband to a PA-C. We help PAs retire with confidence. As a husband of a PA-C and brother of a physician, I uncovered a troubling trend in the financial planning industry. Advanced Practice Providers were consistently overlooked while their physician counterparts enjoyed superior service. This disparity fueled my mission to create a solution that bridges the gap created by traditional finance, ensuring that APPs receive the attention and guidance they truly deserve.
CFP®, ChFC®, Series 63
Missoula, MT
Prospettiva Financial
Series 66
Missoula, MT
S.G. Long & Company
Series 63, Series 65
Missoula, MT
Portfolio Logix, LLC
Series 65
Missoula, MT
Front Street Capital Management, Inc.
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