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LEGACY FINANCIAL PLANNERS LLC – Your Trusted Financial Expert
With years of experience and a vast understanding of the financial world, LEGACY FINANCIAL PLANNERS LLC is your go-to firm for all your financial needs. Comprised of a team of skilled and knowledgeable advisors, the company specializes in providing top-notch financial planning and advisory services to individuals, families, and businesses.
How does the advisor help clients – Key Takeaways:
The advisors at LEGACY FINANCIAL PLANNERS LLC offer a wide range of services to help clients achieve their financial goals. These include comprehensive financial planning, investment management, retirement planning, tax planning, and estate planning. The company’s approach to financial planning is customized and tailored to each client’s unique needs and circumstances.
Facts and Insights
Here are some key facts and insights about LEGACY FINANCIAL PLANNERS LLC:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
LEGACY FINANCIAL PLANNERS LLC offers a wide range of financial services including:
- Comprehensive Financial Planning
- Investment Management
- Retirement Planning
- Tax Planning
- Estate Planning
Client Types
LEGACY FINANCIAL PLANNERS LLC serves a diverse group of clients including high net worth individuals, professionals, entrepreneurs, and business owners. The company also works with families and businesses looking to grow and protect their wealth for future generations.
Fees & Compensation
The fees charged by LEGACY FINANCIAL PLANNERS LLC are based on a percentage of assets under management, ranging from 1% to 2%. The company may also charge hourly fees for certain services. The compensation structure ensures alignment of interests with clients and provides transparency in fees.
Background
LEGACY FINANCIAL PLANNERS LLC was founded in 2006 by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. The company is headquartered in New York City and has a team of highly qualified advisors who are committed to providing exceptional financial guidance to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEGACY FINANCIAL PLANNERS LLC is obligated to disclose any potential conflicts of interest to their clients. The firm adheres to a strict code of ethics and always puts their clients’ best interests first. Transparency is a core value of the company, and clients can trust that their financial advisor is working in their best interest at all times.