How does the advisor help clients – Key Takeaways:
LEGACY BEYOND WEALTH LLC is a financial advisory firm that aims to help clients achieve their long-term financial goals. They provide personalized and comprehensive financial planning services to individuals and families, serving as a trusted partner in securing their financial future.
Facts and Insights
Founded in 2005, LEGACY BEYOND WEALTH LLC has over 15 years of experience in the financial industry. With a team of highly qualified and experienced advisors, they have helped numerous clients navigate the complexities of the financial world and make informed decisions for their wealth.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 10+ | 15 years |
Financial Services Offered
LEGACY BEYOND WEALTH LLC offers a wide range of financial services to help clients achieve their financial goals. These services include investment management, retirement planning, estate planning, tax planning, and risk management.
Client Types
LEGACY BEYOND WEALTH LLC caters to a diverse group of clients, including high-net-worth individuals, families, and small business owners. They understand that every client has unique needs and goals, and they tailor their services to meet those needs.
Fees & Compensation
LEGACY BEYOND WEALTH LLC operates on a fee-only basis, which means they are compensated solely by their clients and do not earn commissions from selling financial products. This structure ensures that their recommendations are always in the best interest of the client.
Background
The advisors at LEGACY BEYOND WEALTH LLC have an extensive background in the financial industry and hold various certifications, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), and Certified Public Accountant (CPA). They continuously stay updated on industry developments and apply their knowledge to help clients make informed financial decisions.
Financial Advisor Disclosures to Know
As a reputable financial advisory firm, LEGACY BEYOND WEALTH LLC abides by all SEC regulations and has a clean record with no disciplinary actions or disclosures. They prioritize transparency and maintain open communication with their clients, disclosing any potential conflicts of interest and ensuring complete disclosure of their fees and compensation structure.