How does the advisor help clients – Key Takeaways:
LEGACY WEALTH PLANNING, LLC is a reputable financial planning firm that provides expert advice and services to clients. As a financial expert, the team at LEGACY WEALTH PLANNING, LLC helps clients achieve their financial goals by providing tailored strategies and solutions. They have a proven track record of success and are dedicated to creating long-term relationships with their clients.
Here are some key takeaways on how LEGACY WEALTH PLANNING, LLC can help clients:
- Expert financial advice: The team at LEGACY WEALTH PLANNING, LLC is well-versed in all aspects of financial planning and can provide expert advice on a wide range of topics such as retirement planning, investment management, tax planning, and more.
- Tailored strategies: Every client has unique financial goals and needs, and LEGACY WEALTH PLANNING, LLC understands this. They work closely with clients to develop personalized strategies that align with their individual needs and objectives.
- Long-term relationships: At LEGACY WEALTH PLANNING, LLC, creating long-term relationships with clients is a top priority. They strive to maintain open communication and regularly review and adjust their clients’ financial plans to ensure they remain on track to achieve their goals.
Facts and Insights
Here are some facts and insights about LEGACY WEALTH PLANNING, LLC:
- Founded in 2005
- Assets under management: $500 million (as of 2020)
- Number of advisors: 8
- Registered with the Securities and Exchange Commission (SEC)
- Member of the Financial Industry Regulatory Authority (FINRA)
- Insured and bonded
- Transparent and ethical business practices
Assets Under Management, Number of Advisors and Time in Business:
| Legazy Wealth Planning, LLC | Industry Average | |
|---|---|---|
| Time in business | Founded in 2005 | N/A |
| Assets under management | $500 million (as of 2020) | N/A |
| Number of advisors | 8 | N/A |
Financial Services Offered
- Retirement planning
- Investment management
- Tax planning
- Estate planning
- Insurance strategies
- College planning
Client Types
LEGACY WEALTH PLANNING, LLC works with a diverse range of clients, including:
- High net worth individuals
- Business owners
- Professionals
- Families
Fees & Compensation
The fee structure at LEGACY WEALTH PLANNING, LLC is transparent and straightforward. They offer fee-only services, which means they do not earn commission from recommending certain investments or financial products. Instead, they charge a fee based on a percentage of the assets they manage for clients. This ensures that their interests are aligned with those of their clients and there are no conflicts of interest.
Exact fees may vary based on the specific services offered and the complexity of a client’s financial situation. However, on average, fees may range from 1% to 2% of assets under management.
Background
The team at LEGACY WEALTH PLANNING, LLC is comprised of highly qualified and experienced financial professionals. They hold various certifications and designations, including Certified Financial Planner (CFP), Certified Public Accountant (CPA), and Chartered Financial Analyst (CFA). This diverse set of skills and expertise allows them to provide comprehensive financial services to clients.
Financial Advisor Disclosures to Know
Before working with any financial advisor, it is important to be