Advisor at Braeburn Wealth Management, 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
Braeburn Wealth Management, LLC
Location
Muskegon, MI 49442
Credentials
Series 65
Industry experience
< 1 year
Logan Metcalf is a financial advisor at Braeburn Wealth Management, LLC in Muskegon, MI. He holds a Series 65 designation and has one year of industry experience. His prior work includes roles outside the financial industry in various companies such as Airport Freight X-Change and West Side Social. Braeburn Wealth Management provides fee-based investment management, financial planning, and consultation to a diverse client base including individuals, high-net-worth clients, trusts, estates, and retirement plans. The firm customizes portfolios using a client-driven discovery process and employs multiple in-house model strategies emphasizing equities, while also offering educational workshops and regular newsletters as part of its services.
Based on Braeburn Wealth Management, LLC
Based on Braeburn Wealth Management, LLC
Project-based fees may be charged for larger projects, calculated using hourly rate as a guide
$0+: 1.15% annually for assets invested in Mutual Funds and Exchange Traded Funds $0+: 1.50% annually for assets invested in Stocks
$200 per hour for Financial Planning and Consultation Services
Account minimum: $100,000 Fee-only: Investment Management fees based on percentage of assets under management; Financial Planning and Consultation Services charged hourly or project-based fees at $200/hour
111 West Western Avenue
Muskegon, MI 49442
Michigan
Braeburn Wealth Management, LLC
2025 - Present (1 year)
NA
2024 - 2025 (1 year)
Airport Freight X-Change
2024 - 2024 (1 year)
West Side Social
2022 - 2024 (2 years)
Hungry Howies
2022 - 2022 (1 year)
Real Seafood Company
2022 - 2022 (1 year)
NA
2021 - 2022 (1 year)
Trinity Muskegon
2021 - 2021 (1 year)
NA
2020 - 2021 (1 year)
Montague Tree Farms
2020 - 2020 (1 year)
NA
2018 - 2020 (2 years)
NA
2015 - 2018 (3 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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 66
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MSDR Partners, LLC
Series 63, Series 65
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Braeburn Wealth Management, LLC
CFP®, Series 66
Grand Haven, MI
MMG Wealth Management
Series 65
Grand Haven, MI
MMG Wealth Management
Series 66
Grand Haven, MI
MMG Wealth Management
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