How does the advisor help clients – Key Takeaways:
LEGACY 401K PARTNERS, LLC is a premier asset management firm specializing in retirement planning and investment management. With a team of experienced financial experts, they provide personalized and comprehensive services to help clients achieve their financial goals and secure their future.
Facts and Insights:
Since its inception, LEGACY 401K PARTNERS, LLC has maintained a strong track record of success and has become a trusted partner for individuals and businesses looking to build and manage their retirement funds. Their services go beyond traditional investment management, as they also offer comprehensive retirement planning and education for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $500 million |
|---|---|
| Number of Advisors: | 10 |
| Time in Business: | 15 years |
Financial Services Offered:
LEGACY 401K PARTNERS, LLC offers a wide range of financial services to help clients achieve their retirement goals. These services include:
- Retirement planning
- Investment management
- Asset allocation
- Estate planning
- Risk management
- Educational workshops and seminars
Client Types:
The firm’s client base includes individuals, families, and businesses looking to grow and protect their retirement funds. They also work with a diverse range of industries, including healthcare, technology, manufacturing, and more.
Fees & Compensation:
LEGACY 401K PARTNERS, LLC operates on a fee-only basis, which means they do not earn commissions or receive any compensation from third parties. This ensures that their clients’ best interests are always their top priority. Their fees are based on a percentage of the assets they manage for their clients.
Background:
LEGACY 401K PARTNERS, LLC was founded by a team of financial advisors with over 25 years of experience in the industry. They have built a reputation for providing exceptional personalized services, expert guidance, and transparent communication with their clients.
Financial Advisor Disclosures to Know:
As a trusted financial advisor, LEGACY 401K PARTNERS, LLC adheres to strict ethical principles and fully discloses all potential conflicts of interest to their clients. They are registered with the Securities and Exchange Commission (SEC) and are held to the highest fiduciary standard, putting their clients’ best interests above all else.