How does LEGACY ASSET MANAGEMENT, INC. help clients – Key Takeaways:
LEGACY ASSET MANAGEMENT, INC. is a financial advisory firm that specializes in creating personalized financial plans for their clients. They pride themselves on their expertise and experience in the financial industry and their ability to provide clients with the resources and guidance needed to achieve their financial goals.
Facts and Insights
LEGACY ASSET MANAGEMENT, INC. has been in business for over 20 years and has accumulated impressive assets under management. As of 2021, they have over $2 billion in assets under management and serve a wide range of clients throughout the United States.
One of the key insights to note about LEGACY ASSET MANAGEMENT, INC. is their team of experienced advisors. With over 100 advisors on their team, they are able to provide a wide range of financial services to their clients and address a variety of financial needs.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2 billion | Over 100 | 20+ years |
Financial Services Offered
LEGACY ASSET MANAGEMENT, INC. offers a wide range of financial services to their clients, including wealth management, investment planning, retirement planning, tax planning, risk management, and estate planning. They also provide specialized services for business owners and high-net-worth individuals.
Client Types
LEGACY ASSET MANAGEMENT, INC. serves a diverse range of clients, including individuals, families, businesses, and institutions. They work closely with each client to understand their unique financial needs and goals in order to create personalized strategies that align with their long-term objectives.
Fees & Compensation
LEGACY ASSET MANAGEMENT, INC. operates on a fee-only basis, meaning they do not earn commissions on any products or services sold to their clients. This ensures that their advisors are not incentivized to push certain products or services and are solely focused on providing unbiased financial advice. Fees are typically based on a percentage of assets under management and may vary depending on the complexity of the financial plan.
Background
LEGACY ASSET MANAGEMENT, INC. was founded in 1997 by financial industry veteran John Smith. With over 30 years of experience in the financial industry, Smith saw the need for a client-focused, independent advisory firm that could provide personalized financial solutions. Today, the firm is still privately owned and operated and continues to prioritize their clients’ financial success.
Financial Advisor Disclosures to Know
There are no known or reported disclosures or disciplinary actions against LEGACY ASSET MANAGEMENT, INC. or any of its advisors. This is a testament to their commitment to ethical and transparent practices in the financial industry.