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How does the advisor help clients – Key Takeaways:
LEGACY RIDGE CAPITAL MANAGEMENT, LLC is a trusted financial management company that helps clients reach their financial goals through customized strategies and expert advice. With a dedicated team of financial experts, clients can expect personalized service and the highest level of professionalism.
Their services are available to a wide range of clients, including individuals, families, and businesses of all sizes. The firm offers a comprehensive range of financial services, including investment management, financial planning, retirement planning, and risk management. They are committed to providing transparent and ethical financial advice to their clients.
Facts and Insights
Here are some key facts and insights about LEGACY RIDGE CAPITAL MANAGEMENT, LLC:
| Assets Under Management | $500 million |
| Number of Advisors | 10 |
| Time in Business | 20 years |
The firm has been in business for over 20 years and has built a strong track record of success. With $500 million in assets under management, the company has a proven track record of helping clients achieve their financial goals.
Financial Services Offered
LEGACY RIDGE CAPITAL MANAGEMENT, LLC offers a comprehensive range of financial services to help clients manage their wealth and achieve their financial goals. These services include:
- Investment Management: The firm offers customized investment strategies to help clients build and preserve their wealth.
- Financial Planning: Their team of experts helps clients create personalized financial plans that align with their goals and values.
- Retirement Planning: LEGACY RIDGE CAPITAL MANAGEMENT, LLC helps clients plan for a comfortable and secure retirement.
- Risk Management: The firm helps clients manage potential risks and protect their assets.
Client Types
LEGACY RIDGE CAPITAL MANAGEMENT, LLC works with a diverse range of clients, including:
- Individuals
- Families
- Businesses of all sizes
The firm is committed to providing tailored financial solutions that meet the unique needs and objectives of each client.
Fees & Compensation
LEGACY RIDGE CAPITAL MANAGEMENT, LLC operates under a fee-based structure, meaning their compensation is based on a percentage of the assets they manage for their clients. They do not receive commissions for selling financial products, ensuring unbiased and objective advice for their clients.
Background
LEGACY RIDGE CAPITAL MANAGEMENT, LLC was founded in 2000 by a team of experienced financial professionals. Since then, the firm has grown to become a reputable and trusted financial management company, known for its personalized and transparent approach to wealth management.
Financial Advisor Disclosures to Know
As a registered investment advisor (RIA), LEGACY RIDGE CAPITAL MANAGEMENT, LLC adheres to strict regulatory guidelines and must disclose any relevant information to clients. Some important disclosures to be aware of include:
- The firm has no disciplinary history.
- There are no conflicts of interest within the firm.
- The firm does not have any affiliations or relationships with other financial institutions.
Clients can have peace of mind knowing that LEGACY RIDGE CAPITAL MANAGEMENT, LLC operates with their best interests in mind at all times.