How does the advisor help clients – Key Takeaways:
ELEGACY FINANCIAL, LLC is a financial firm that provides expert advice to individuals, families, and businesses. Their team of experienced advisors helps clients navigate the complex world of finance and achieve their financial goals.
Facts and Insights
ELEGACY FINANCIAL, LLC has been in business for over 10 years, and during that time, they have helped numerous clients reach their financial goals. Their team of advisors has a combined experience of over 50 years in the financial industry, making them experts in their field.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered
ELEGACY FINANCIAL, LLC offers a wide range of financial services to meet the diverse needs of their clients. Some of the key services include investment management, retirement planning, estate planning, tax planning, and insurance planning.
Client Types
The firm caters to a variety of clients, including high net worth individuals, families, and small business owners. They also serve individuals and families who are just starting on their financial journey and need guidance to achieve their long-term goals.
Fees & Compensation
ELEGACY FINANCIAL, LLC follows a fee-only structure, which means they do not earn any commissions from selling financial products. Instead, they charge a fee based on the assets under management or a flat fee for financial planning services. This fee structure ensures that their advisors’ interests are aligned with those of their clients.
Background
The team at ELEGACY FINANCIAL, LLC comprises highly qualified and experienced professionals. They have degrees in finance, accounting, and economics, as well as industry certifications such as Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This diverse background allows them to provide holistic and comprehensive financial advice to their clients.
Financial Advisor Disclosures to Know
It is important to know any potential conflicts of interest or any disciplinary actions against the firm or its advisors. ELEGACY FINANCIAL, LLC has a clean record with no disciplinary actions taken against them. They also have a fiduciary duty to act in the best interests of their clients, ensuring transparency and trust in their services.