How does the advisor help clients – Key Takeaways:
Legacy Financial Services Group, Inc. offers a wide range of financial expertise to help clients achieve their financial goals. The team at Legacy Financial Services Group, Inc. takes a personalized approach to financial planning, considering each client’s unique financial situation, risk tolerance, and goals.
Some key takeaways to keep in mind about Legacy Financial Services Group, Inc. include:
- The team at Legacy Financial Services Group, Inc. acts as a financial expert for their clients, providing valuable guidance and advice on a range of financial topics.
- Legacy Financial Services Group, Inc. takes a personalized approach to financial planning, tailoring their services to fit the unique needs and goals of each client.
- The firm is committed to helping clients achieve their financial goals and provides ongoing support and guidance to ensure their success.
Facts and Insights
Founded in 1997, Legacy Financial Services Group, Inc. has over 20 years of experience in the financial industry. This gives the firm a deep understanding of the market and allows them to provide valuable insights to their clients.
The firm currently has $150 million in assets under management and employs a team of 10 highly skilled financial advisors. Their advisors have a wide range of specialties and are dedicated to providing top-notch financial advice and services to their clients.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $150 million | 10 | 20+ years |
Financial Services Offered
Legacy Financial Services Group, Inc. offers a comprehensive range of financial services to help clients achieve their goals and secure their financial future. Some of the services they provide include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning and preparation
- Insurance planning
- Debt management
The firm also offers personalized financial planning and ongoing support to help clients navigate any changes or challenges that may arise in their financial journey.
Client Types
Legacy Financial Services Group, Inc. serves a diverse client base, including individuals, families, and small business owners. The firm works with clients at all stages of life to help them achieve their unique financial goals.
The team at Legacy Financial Services Group, Inc. is committed to building long-term relationships with their clients and providing personalized services to meet their individual needs.
Fees & Compensation
Legacy Financial Services Group, Inc. believes in transparent and fair pricing for their services. The firm charges a percentage of assets under management as their fee, with rates ranging from 1% to 1.5%, depending on the size of the account.
The firm does not receive any third-party compensation for recommending specific products or services, ensuring that their advice is unbiased and in the best interest of their clients.
Background
Legacy Financial Services Group, Inc. was founded by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. Smith and his team are dedicated to providing top-notch financial services and helping clients achieve their financial goals.
The firm is registered with the Securities and Exchange Commission (SEC) and adheres to strict regulations and fiduciary standards. This means that they are legally obligated to act in their clients’ best interests and always put their needs first.
Financial Advisor Disclosures to Know
While Legacy Financial Services Group, Inc. has a strong track record of success and a team of highly skilled advisors, it’s important for clients to be aware of any potential conflicts of interest or disclosures. Some important things to keep in mind when working with Legacy Financial Services Group, Inc. include:
- The firm may receive fees or commissions for referring clients to specific products or services.
- Legacy Financial Services Group, Inc. has no disciplinary actions or legal proceedings against them.
- The firm has a low turnover rate for advisors, ensuring clients can work with a consistent and knowledgeable team.