How does LEGACY WEALTH ADVISORS, INC. help clients – Key Takeaways:
LEGACY WEALTH ADVISORS, INC. is a leading financial advisory firm that provides comprehensive wealth management services to individuals, families, and businesses. The firm focuses on creating personalized financial plans and investment strategies tailored to each client’s unique goals and needs.
Facts and Insights
With over 20 years of experience in the financial industry, LEGACY WEALTH ADVISORS, INC. has established itself as a trusted and reliable source of financial expertise. The firm prides itself on its team of highly-trained and knowledgeable advisors who are dedicated to helping clients achieve their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 12 | 20 years |
Financial Services Offered
- Comprehensive Wealth Management
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
LEGACY WEALTH ADVISORS, INC. caters to a diverse group of clients, including:
- High Net Worth Individuals
- Business Owners
- Professionals
- Retirees
- Trusts
Fees & Compensation
LEGACY WEALTH ADVISORS, INC. operates on a fee-only basis, meaning that the firm’s compensation is based solely on the fees charged to clients for services rendered. This ensures that there are no conflicts of interest and that the firm’s advisors are always acting in the best interest of their clients.
Background
Founded in 2000, LEGACY WEALTH ADVISORS, INC. has built a solid reputation for providing top-notch financial planning and investment management services. The firm is headquartered in New York City and has offices in several other major cities across the United States.
Financial Advisor Disclosures to Know
As a registered investment advisory firm, LEGACY WEALTH ADVISORS, INC. adheres to strict disclosure requirements set by the Securities and Exchange Commission (SEC). Clients can access important information, such as the firm’s business practices, disciplinary history, and conflicts of interest, on the SEC’s website or through their advisor.