How does the advisor help clients – Key Takeaways:
LEGACY FINANCIAL ADVISORS, LLC is a highly reputable and experienced financial advising firm dedicated to providing top-notch services to its clients. The professional team at Legacy Financial Advisors, LLC brings a wealth of knowledge and expertise to each client relationship, offering customized financial strategies to fit each individual’s unique needs and goals.
Facts and Insights
With over 20 years in the financial industry, LEGACY FINANCIAL ADVISORS, LLC has a proven track record of successfully helping clients achieve their financial goals. Their team of advisors is highly knowledgeable and stays up-to-date on the latest market trends and economic changes to provide the most relevant and effective advice to clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Years in Business |
|---|---|---|
| $500 million | 10+ | 20+ |
Financial Services Offered
LEGACY FINANCIAL ADVISORS, LLC offers a wide range of financial services, including investment management, retirement planning, tax planning, insurance and risk management, estate planning, and more. Their team of professionals works closely with each client to create a personalized financial plan that aligns with their unique financial goals and risk tolerance.
Client Types
LEGACY FINANCIAL ADVISORS, LLC serves a diverse range of clients, including high net worth individuals, families, and small business owners. They also specialize in working with women, helping them create and manage their own financial portfolios.
Fees & Compensation
For their services, LEGACY FINANCIAL ADVISORS, LLC charges a management fee based on a percentage of the assets under management. This fee structure ensures that their interests are aligned with their clients’ and that they are committed to helping their clients’ portfolios grow.
Background
Founded in 2000, LEGACY FINANCIAL ADVISORS, LLC was created on the principle of putting clients first. Their team of advisors has years of experience and a deep understanding of the financial industry, allowing them to deliver top-quality services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEGACY FINANCIAL ADVISORS, LLC is regulated by the Securities and Exchange Commission (SEC). They have a fiduciary duty to always act in their clients’ best interests and disclose any potential conflicts of interest. Additionally, their advisors are required to disclose any disciplinary actions or legal issues, ensuring transparency and trust with their clients.