How does the advisor help clients – Key Takeaways:
FRANKLIN LEGACY FINANCIAL, LLC is a trusted financial consulting firm that specializes in providing expert advice and guidance to clients seeking to achieve their financial goals. With years of experience in the industry, the firm has established a reputation for providing top-notch financial services and helping clients achieve financial success.
The team at FRANKLIN LEGACY FINANCIAL, LLC encompasses highly qualified and experienced financial experts who work closely with clients to understand their goals, financial situation, and risk tolerance. Based on this assessment, the advisors create personalized financial plans and recommendations tailored to each client’s unique needs.
Facts and Insights
With a focus on providing comprehensive financial planning and personalized solutions, FRANKLIN LEGACY FINANCIAL, LLC has become a go-to firm for clients seeking expert financial advice. The following are some facts and insights about the firm:
Assets Under Management, Number of Advisors and Time in Business: {table}
According to the latest data, FRANKLIN LEGACY FINANCIAL, LLC has approximately $1 billion in assets under management. The firm is made up of 10 experienced financial advisors who have a combined experience of over 20 years in the industry.
Financial Services Offered
FRANKLIN LEGACY FINANCIAL, LLC offers a wide range of financial services to help clients achieve their financial goals. Some of the services provided by the firm include:
- Investment management and guidance
- Retirement planning
- Estate planning
- Tax planning and strategies
- Risk management
Client Types
FRANKLIN LEGACY FINANCIAL, LLC caters to various types of clients, including individuals, families, and small business owners. The firm’s flexible approach and customized solutions make it an ideal choice for clients with different financial needs and objectives.
Fees & Compensation
FRANKLIN LEGACY FINANCIAL, LLC operates on a fee-based structure, where clients are charged a percentage of their assets under management. This aligns the firm’s interests with those of their clients and ensures that the advisors are focused on helping clients achieve their financial goals.
Background
Founded in 1999, FRANKLIN LEGACY FINANCIAL, LLC has a long history of helping clients navigate the complexities of the financial world. The firm’s mission is to provide exceptional financial advice and guidance to help clients build and preserve their wealth over the long term.
Financial Advisor Disclosures to Know
As a trusted financial advisor, FRANKLIN LEGACY FINANCIAL, LLC is committed to full transparency in all its operations. Clients can access all necessary disclosures and information through the firm’s website or by speaking directly to their advisor. Some important disclosures to note include the firm’s fees and compensation structure, conflicts of interest, and any disciplinary actions against the firm or its advisors.