out
How does the advisor help clients – Key Takeaways:
The LEGACY WEALTH MANAGEMENT, INC. team acts as a trusted financial advisor for clients, providing expert guidance and personalized strategies to help them achieve their financial goals. They offer a range of financial services and cater to a diverse client base.
Facts and Insights
Founded in 2005, LEGACY WEALTH MANAGEMENT, INC. has been in the financial management industry for 16 years. It has assets under management totaling $500 million and a team of experienced advisors who are well-versed in the complexities of the market.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|---|
| 2005 | $500 million | 15 | 16 years |
Financial Services Offered
The advisors at LEGACY WEALTH MANAGEMENT, INC. offer a comprehensive range of financial services, including investment management, retirement planning, tax planning, and estate planning. They have extensive knowledge and experience in these areas, allowing them to provide tailored solutions to meet the unique needs of each client.
Client Types
LEGACY WEALTH MANAGEMENT, INC. works with a diverse client base, including individuals, families, and small businesses. They understand that each client has different financial goals and needs, and they are committed to providing personalized strategies to help them achieve success.
Fees & Compensation
LEGACY WEALTH MANAGEMENT, INC. operates on a fee-based compensation structure, meaning they charge a percentage of the assets under management as a management fee. This ensures that their interests are aligned with those of their clients, as they only make money when their clients’ portfolios perform well.
Background
The team at LEGACY WEALTH MANAGEMENT, INC. is made up of experienced and knowledgeable financial experts who have a deep understanding of the market and its complexities. They continuously stay updated on the latest financial trends and regulations to provide their clients with the best possible advice and strategies.
Financial Advisor Disclosures to Know
As a trusted financial advisor, LEGACY WEALTH MANAGEMENT, INC. always prioritizes transparency with their clients. They adhere to all industry regulations and are committed to disclosing any potential conflicts of interest or material facts that may affect their clients’ investments.