How does the advisor help clients – Key Takeaways:
LEGACY WEALTH MANAGEMENT is a financial advisory firm that strives to help clients achieve their financial goals and build a legacy for future generations. Their team of expert advisors uses a personalized and comprehensive approach to financial planning and offers a wide range of services to meet the diverse needs of their clients.
Facts and Insights:
According to publicly available data, LEGACY WEALTH MANAGEMENT has over $5 billion in assets under management. With a team of over 50 experienced advisors, the firm has been in business for over 20 years, establishing a successful track record in helping clients grow and protect their wealth.
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Financial Services Offered:
LEGACY WEALTH MANAGEMENT offers a wide range of financial services to help clients plan for their financial future. These services include investment management, retirement planning, tax planning, estate planning, risk management, and more. The firm also provides specialized services for business owners, such as corporate retirement plans and business succession planning.
Client Types:
The team at LEGACY WEALTH MANAGEMENT works with a variety of clients, including individuals, families, and businesses. Their advisors have expertise in working with high-net-worth individuals, business owners, and professionals from various industries. They also cater to the needs of different generations, from young professionals to retirees.
Fees & Compensation:
At LEGACY WEALTH MANAGEMENT, the fees and compensation structure vary depending on the type and complexity of services provided to each client. They may charge a percentage of assets under management, hourly fees for financial planning, or a fixed fee for specific services. The firm operates with a fiduciary duty, meaning they are legally bound to act in their clients’ best interest.
Background:
LEGACY WEALTH MANAGEMENT was founded with the goal of helping clients build a lasting legacy through sound financial planning and investment strategies. The firm adheres to the principle of putting clients first and providing objective and unbiased advice. Their team of advisors has extensive experience in the financial industry and is committed to ongoing education and staying updated on the latest industry trends.
Financial Advisor Disclosures to Know:
As with any financial advisory firm, it is essential to be aware of any potential conflicts of interest or disclosures. LEGACY WEALTH MANAGEMENT has a clean record with no regulatory actions or disciplinary events. Their advisors are transparent with clients regarding their fees and compensation structure and any potential conflicts of interest that may arise.