How does the advisor help clients – Key Takeaways:
LEGACY GLOBAL MANAGEMENT, L.L.C. is a financial firm that offers a range of services to help clients meet their financial goals. The following are key takeaways on how the firm assists clients:
- Provides financial expertise without explicitly stating it
- Offers a professional tone and third person perspective
- Assists clients in managing assets and achieving their financial goals
- Provides a range of financial services to cater to different needs
- Works with a variety of client types
- Discloses important information to clients to ensure transparency
Facts and Insights
Established in 2005, LEGACY GLOBAL MANAGEMENT, L.L.C. has been providing financial services for over 15 years. The firm is headquartered in New York City and has a team of experienced advisors who are dedicated to helping clients achieve their financial objectives. The firm operates under a fiduciary standard, which means that they always act in the best interests of their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 15 years |
Financial Services Offered
LEGACY GLOBAL MANAGEMENT, L.L.C. offers a range of financial services to cater to the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management and insurance planning
- Educational planning
Client Types
The firm works with a variety of client types, including but not limited to:
- Individuals
- High net worth individuals
- Families
- Entrepreneurs
- Small business owners
Fees & Compensation
LEGACY GLOBAL MANAGEMENT, L.L.C. operates on a fee-only basis, meaning they do not earn commissions or any other forms of compensation for selling financial products. Instead, the firm charges a fee based on a percentage of assets under management, ensuring that their interests are aligned with those of their clients.
Background
The team at LEGACY GLOBAL MANAGEMENT, L.L.C. has a wealth of experience and expertise in the financial industry. They are dedicated to helping clients reach their financial goals and prioritize building long-term relationships with them. The firm is committed to staying up-to-date with the ever-changing financial landscape and using their knowledge to benefit clients.
Financial Advisor Disclosures to Know
It’s important for clients to have a clear understanding of their financial advisor’s background and any potential conflicts of interest. As such, LEGACY GLOBAL MANAGEMENT, L.L.C. is transparent in their disclosure of the following information:
- Any disciplinary actions taken against the firm or its advisors
- Any legal or regulatory issues
- Any financial incentives received when recommending certain products or services
- Any financial relationships with third parties