LEGACY WEALTH CAPITAL, LLC.
Located in the heart of New York City, LEGACY WEALTH CAPITAL, LLC. is a leading financial advisory firm that serves clients nationwide. Established in 2006, the company has over 15 years of experience in providing expert financial guidance to a diverse range of clients.
How does the advisor help clients – Key Takeaways:
LEGACY WEALTH CAPITAL, LLC. specializes in creating personalized financial plans that cater to the unique needs and goals of each client. The firm’s team of experienced advisors are equipped with the knowledge and expertise to help clients navigate the complex world of finance and make informed decisions for their future.
Facts and Insights
The following table showcases some key statistics about LEGACY WEALTH CAPITAL, LLC.:
| Assets Under Management | $2.5 billion |
|---|---|
| Number of Advisors | 50 |
| Time in Business | 15 years |
Financial Services Offered
LEGACY WEALTH CAPITAL, LLC. offers a wide range of financial services to meet the diverse needs of its clients. Some of the services provided by the firm include:
- Investment Management
- Retirement Planning
- Estate Planning
- Tax Planning
- Insurance Planning
Client Types
LEGACY WEALTH CAPITAL, LLC. caters to a wide range of clients, including:
- High Net Worth Individuals
- Business Owners
- Corporate Executives
- Retirees
- Young Professionals
Fees & Compensation
LEGACY WEALTH CAPITAL, LLC. charges a fee-based structure for its services, meaning the firm’s advisors are compensated through a combination of fees and commissions. This ensures that the advisors’ interests are aligned with the clients’ best interests, as they earn a percentage of the assets they manage.
Background
The team at LEGACY WEALTH CAPITAL, LLC. is made up of highly experienced and qualified professionals who are dedicated to providing exceptional financial guidance to their clients. The firm’s advisors hold various certifications and licenses, including Certified Financial Planner (CFP) and Chartered Financial Analyst (CFA).
Financial Advisor Disclosures to Know
When working with a financial advisor, it is important to be aware of any potential conflicts of interest. In the interest of transparency, LEGACY WEALTH CAPITAL, LLC. discloses all potential conflicts and fees to its clients. The firm also adheres to the fiduciary standard, meaning it must always act in the best interest of its clients.