How does the advisor help clients – Key Takeaways:
Legacy One Wealth Management is a top-rated financial advisory firm that aims to provide comprehensive financial planning and investment management to individuals, families, and businesses. While offering a wide range of services to help clients achieve their financial goals, the firm prides itself on its expert team of advisors who have extensive experience and knowledge in the financial industry.
Facts and Insights
Legacy One Wealth Management was founded in 2005 and has been in the business for over 15 years. As of 2021, the firm has approximately $1.5 billion in assets under management, with a team of 12 advisors dedicated to helping clients achieve financial success.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $1.5 billion | 12 | 15 years |
Financial Services Offered
Legacy One Wealth Management offers a variety of financial services to cater to the unique needs of its clients. These services include:
- Financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance planning
Client Types
The firm serves a diverse range of clients, including high-net-worth individuals, families, and businesses. Legacy One Wealth Management prides itself on its ability to tailor its services to meet the specific needs of each client, regardless of their financial situation.
Fees & Compensation
Legacy One Wealth Management offers fee-based services, meaning that its advisors earn a percentage of the assets they manage. This fee structure aligns the firm’s interests with those of its clients, as the advisors’ compensation is directly tied to the performance of the clients’ investments.
Background
The team at Legacy One Wealth Management consists of highly qualified and experienced financial advisors who hold various certifications, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA). This expertise allows the firm to provide clients with the best possible financial advice and strategies.
Financial Advisor Disclosures to Know
As a registered investment advisor, Legacy One Wealth Management follows strict regulations and codes of conduct to ensure transparency and ethical practices. The firm has no reported disclosures or disciplinary actions, demonstrating its commitment to putting clients’ interests first.