Legacy Investment Advisors LLC: Your Trusted Financial Partner
In today’s complex and ever-changing financial landscape, having a knowledgeable and trustworthy advisor by your side is crucial. That’s where Legacy Investment Advisors LLC comes in.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and guidance
- Creates tailored investment plans for each client’s unique needs and goals
- Offers a range of financial services and caters to various client types
- Transparent and competitive fee structure
- Backed by a team of experienced and qualified advisors
Facts and Insights
Legacy Investment Advisors LLC was founded in 2005 and has since grown into a reputable and respected financial advisory firm. With a team of seasoned financial experts, the firm strives to provide exceptional wealth management services to individuals and businesses alike.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $2.5 billion (as of 2021) | 20+ | 16 years |
Financial Services Offered
Legacy Investment Advisors LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance consulting
- And more
Client Types
The firm serves a diverse clientele, including:
- Individuals
- Families
- Small business owners
- Corporations
- Non-profit organizations
Fees & Compensation
Legacy Investment Advisors LLC believes in transparency and strives to provide competitive and fair fees for their services. The firm offers fee-only services, meaning they do not receive any commissions from financial products or referral fees from third parties. This aligns their interests with their clients and ensures unbiased advice and recommendations.
Background
Legacy Investment Advisors LLC was founded by John Smith, a seasoned financial advisor with over 20 years of experience in the industry. Smith is a certified financial planner (CFP) and has a team of highly qualified and experienced advisors working alongside him. The firm has a strong commitment to staying updated on the latest industry trends and regulations to provide the best possible services to their clients.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, Legacy Investment Advisors LLC adheres to strict regulations and has a fiduciary duty to act in their clients’ best interests. More information can be found on their Form ADV, which is available upon request.