How Does LEGACY BUILDERS FINANCIAL, LLC Help Clients? – Key Takeaways:
- Providing personalized financial solutions tailored to individual needs and goals
- Ongoing communication and support to ensure clients stay on track towards their financial objectives
- Experience and expertise in various areas of financial planning and investment management
Facts and Insights
Founded in 2005, LEGACY BUILDERS FINANCIAL, LLC is a leading financial advisory firm that offers a comprehensive range of services to help individuals and businesses achieve financial success. With a team of highly qualified advisors, the firm has established a strong reputation for providing personalized and strategic financial solutions to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 15 | 16 years |
Financial Services Offered
- Financial planning
- Investment management
- Estate planning
- Tax planning
- Retirement planning
Client Types
- Individuals and families
- Small business owners and entrepreneurs
- Corporate executives
- Retirees
Fees & Compensation
LEGACY BUILDERS FINANCIAL, LLC follows a fee-only compensation structure, which means their advisors do not earn commissions or sell any financial products. This ensures that their recommendations are unbiased and solely based on the best interests of the clients. The firm charges a percentage of the assets under management as a fee, which is determined based on the complexity and scope of services provided.
Background
The team at LEGACY BUILDERS FINANCIAL, LLC is led by a group of experienced and knowledgeable financial advisors who have a deep understanding of complex financial concepts and strategies. They constantly stay updated with the changing financial landscape and adapt their approach to best suit the needs of their clients.
Financial Advisor Disclosures to Know
As a financial advisory firm registered with the Securities and Exchange Commission (SEC), LEGACY BUILDERS FINANCIAL, LLC is required to disclose any potential conflicts of interest to their clients. They are also legally obligated to always act in the best interests of their clients and provide all relevant information before making any recommendations or decisions.