How does the advisor help clients – Key Takeaways:
LEGACY MAP DESIGN, LLC is a financial consultancy firm that offers expert financial advice and services to their clients. They have a team of experienced advisors who are well-versed in various financial strategies and services to help their clients achieve their financial goals. Some key takeaways about how this firm can assist its clients are:
- Provide personalized financial planning and advice tailored to each client’s individual needs and goals
- Offer a wide range of financial services to help clients manage their wealth and achieve financial security
- Prioritize client education and communication to ensure they understand the strategies and services being utilized
- Strive to build long-term relationships with clients and provide ongoing support and guidance
Facts and Insights
LEGACY MAP DESIGN, LLC is a registered investment advisor based in the United States. It was founded in 2010 and has been in business for over 10 years, providing expert financial services to its clients. The firm has over $500 million in assets under management, with a team of highly qualified and experienced advisors.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Total Assets Under Management | Number of Advisors |
|---|---|---|
| 2010 | $500 million | 10+ |
Financial Services Offered
LEGACY MAP DESIGN, LLC offers a wide range of financial services to cater to the diverse needs of their clients. These services include:
- Financial planning and goal setting
- Retirement planning and management
- Investment management
- Tax planning and management
- Estate planning
- Risk management and insurance strategies
- Business planning and succession strategies
Client Types
LEGACY MAP DESIGN, LLC serves a variety of clients, including individuals, families, and businesses. Their clients range from high net worth individuals to those just starting on their financial journey. The firm caters to clients from various industries and professions, providing them with customized financial solutions to meet their unique needs.
Fees & Compensation
LEGACY MAP DESIGN, LLC follows a fee-only compensation structure, meaning they are compensated solely by their clients for the services they provide. This helps to eliminate any potential conflicts of interest and ensures that the firm’s advisors act in the best interest of their clients at all times. The firm’s fees are based on a percentage of assets under management, and they do not charge any commissions or hidden fees.
Background
The team at LEGACY MAP DESIGN, LLC is led by experienced financial advisors who have years of experience in the industry. Their team includes certified financial planners, investment advisors, and tax experts who work together to provide comprehensive financial solutions to their clients. The firm has a strong track record of helping clients achieve their financial goals and build a secure financial future.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEGACY MAP DESIGN, LLC is required to disclose any potential conflicts of interest to their clients. These may include affiliations with certain products or services, compensation arrangements, or any legal or disciplinary actions taken against the firm or its advisors. The firm’s advisors are committed to transparency and will always disclose any pertinent information to their clients.