How does the advisor help clients – Key Takeaways:
- Offers a range of financial services to meet the diverse needs of clients.
- Works with a variety of client types, including individuals, families, and business owners.
- Transparently discloses any potential conflicts of interest to clients.
Facts and Insights
LEGACY FINANCIAL ADVISORS CORPORATION is a reputable financial advisory firm with a proven track record of helping its clients achieve their financial goals. Through its team of experienced and knowledgeable advisors, the firm provides personalized and comprehensive financial planning and investment management services to individuals, families, and business owners.
The firm takes a holistic approach to financial planning, taking into account the unique goals, risk tolerance, and financial situation of each client. By understanding their clients’ needs and concerns, the advisors at LEGACY FINANCIAL ADVISORS CORPORATION are able to provide tailored solutions and strategies to help clients reach their financial milestones.
Assets Under Management, Number of Advisors, and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10 | 15 |
Financial Services Offered
The advisors at LEGACY FINANCIAL ADVISORS CORPORATION provide a wide range of financial services to help clients achieve their goals. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
With their expertise in these areas, the advisors at LEGACY FINANCIAL ADVISORS CORPORATION are able to develop comprehensive and customized financial plans for each client, ensuring their financial success now and in the future.
Client Types
The firm works with a diverse range of client types, including:
- Individuals
- Families
- Business owners
Regardless of their individual needs and goals, LEGACY FINANCIAL ADVISORS CORPORATION is dedicated to helping each client achieve financial success and security.
Fees & Compensation
LEGACY FINANCIAL ADVISORS CORPORATION operates on a fee-only basis, meaning they do not receive commissions for recommending specific investments. This ensures that the advisors are always acting in the best interest of their clients. The fees charged by the firm are based on a percentage of the assets under management, making the firm’s success directly aligned with that of its clients.
Background
The team at LEGACY FINANCIAL ADVISORS CORPORATION is made up of highly qualified and experienced financial advisors who are passionate about helping their clients achieve financial success. The firm was founded on the belief that every individual, regardless of their background or wealth, deserves access to quality financial planning and investment management services.
Financial Advisor Disclosures to Know
As a professional financial advisor, LEGACY FINANCIAL ADVISORS CORPORATION is committed to transparency and ethical practices. Here are some important disclosures to know:
- The firm is registered with the Securities and Exchange Commission (SEC) and operates as a Registered Investment Advisor (RIA).
- The firm has a fiduciary duty to act in the best interest of its clients.
- There may be potential conflicts of interest, such as the use of affiliated companies, but these will always be disclosed to clients.
- The firm’s advisors may receive referral fees for recommending certain products or services, but this will not affect the advice given to clients.
By being transparent and disclosing any potential conflicts of interest, LEGACY FINANCIAL ADVISORS CORPORATION is able to build trust and strong relationships with its clients, ultimately helping them achieve their financial goals.