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How does the advisor help clients – Key Takeaways:
LEGACY & WEALTH FINANCIAL ADVISORS provides expert financial guidance to individuals and families looking to manage and grow their wealth. With a team of experienced advisors and a range of services, they help clients achieve their financial goals and leave a lasting legacy.
Facts and Insights
In 2020, LEGACY & WEALTH FINANCIAL ADVISORS managed over $500 million in assets under management. With a team of 10 advisors, they have been in business for 15 years. Their success is driven by their commitment to providing personalized and comprehensive financial services to their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (USD) | Number of Advisors |
|---|---|---|
| 2020 | $500 million | 10 |
Financial Services Offered
LEGACY & WEALTH FINANCIAL ADVISORS offers a range of financial services to help clients achieve their financial goals. These include financial planning, investment management, retirement planning, tax planning, estate planning, and insurance planning.
Client Types
LEGACY & WEALTH FINANCIAL ADVISORS serves a diverse range of clients, including individuals, families, and small business owners. They understand that each client has unique financial needs and goals, and they tailor their services to meet these specific needs.
Fees & Compensation
LEGACY & WEALTH FINANCIAL ADVISORS operates on a fee-based compensation model, which means they are compensated based on a percentage of the assets they manage for their clients. This aligns their interests with those of their clients, as they are motivated to help their clients grow their wealth.
Background
LEGACY & WEALTH FINANCIAL ADVISORS was founded in 2005, with a mission to help individuals and families achieve financial security and leave a lasting legacy for future generations. Their team of experienced advisors has a diverse range of backgrounds and expertise, providing clients with a well-rounded and comprehensive approach to financial planning.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEGACY & WEALTH FINANCIAL ADVISORS is required to disclose any potential conflicts of interest or disciplinary actions. They have a clean disciplinary record and are dedicated to maintaining the highest level of ethical standards in their practice.