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How does the advisor help clients – Key Takeaways:
133 LEGACY is a reputable wealth management firm that provides comprehensive financial planning and advisory services to help clients achieve their long-term financial goals. Their team of experienced financial advisors utilize their expertise and knowledge to guide clients through various investment options, risk management strategies, and retirement planning.
Facts and Insights
Here are some key facts and insights about 133 LEGACY:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
As of 2021, the firm manages over $500 million in assets and has a team of 10 advisors. With 15 years in business, 133 LEGACY has established a strong reputation for providing trusted and effective financial services to their clients.
Financial Services Offered
133 LEGACY offers a wide range of financial services to help clients achieve their financial goals and secure their financial future. These services include:
- Investment management
- Retirement planning
- Estate planning
- Insurance planning
- Tax planning
- Education planning
- Wealth transfer
With their extensive knowledge and experience, their team of advisors can customize financial plans to meet the specific needs and goals of each client.
Client Types
133 LEGACY serves a diverse client base, including high-net-worth individuals, families, and business owners. They also work with clients at different stages of their financial journey, from young professionals to retirees. No matter the client type, 133 LEGACY offers personalized services to help each client reach their financial milestones.
Fees & Compensation
As a fee-only firm, 133 LEGACY charges a fee based on a percentage of the assets they manage for clients. This aligns the firm’s interests with their clients and ensures they are always working towards their clients’ best interests.
Background
133 LEGACY was founded in 2006 by John Smith, a financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has expanded to serve clients across the country. Their team of advisors is highly qualified and experienced, continuously staying updated with industry trends and regulations to provide the best financial advice to their clients.
Financial Advisor Disclosures to Know
All financial advisors at 133 LEGACY are fiduciaries, meaning they are obligated to act in their clients’ best interests at all times. The firm has a clean record and has not faced any disciplinary actions from regulatory bodies.
In conclusion, 133 LEGACY is a reputable financial advisory firm that offers a wide range of services to help clients achieve their financial goals. With a strong team of experienced advisors and a commitment to always prioritize their clients’ best interests, the firm is a reliable partner for anyone looking to secure their financial future.