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How does LEGADO WEALTH MANAGEMENT LLC help clients – Key Takeaways:
LEGADO WEALTH MANAGEMENT LLC is committed to providing clients with expert financial management services that are tailored to their specific needs and goals. Through personalized attention and a comprehensive range of services, the team at LEGADO WEALTH MANAGEMENT LLC helps clients navigate the complex world of finance with confidence and peace of mind.
Facts and Insights:
As of December 2020, LEGADO WEALTH MANAGEMENT LLC has over $500 million in assets under management and employs a team of 10 experienced financial advisors. The firm has been in business for 15 years, serving a diverse clientele of individuals, families, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established | Assets Under Management | Number of Advisors |
|---|---|---|
| 2005 | $500 million | 10 |
Financial Services Offered:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Risk management
Client Types:
- Individuals
- Families
- Businesses
Fees & Compensation:
LEGADO WEALTH MANAGEMENT LLC charges clients a fee based on a percentage of assets under management. The firm believes in transparent and fair pricing, and fees are fully disclosed to clients before any services are rendered. The team at LEGADO WEALTH MANAGEMENT LLC does not earn any commissions or incentives for recommending specific investment products, ensuring that their advice is always in the best interest of the client.
Background:
LEGADO WEALTH MANAGEMENT LLC was founded by a team of financial experts with extensive experience in investment management, financial planning, and wealth preservation. The firm is dedicated to upholding the highest standards of professionalism, ethics, and integrity in all aspects of their work. Their goal is to build long-term relationships with clients based on trust, mutual respect, and a commitment to achieving financial success.
Financial Advisor Disclosures to Know:
As an investment advisor, LEGADO WEALTH MANAGEMENT LLC has a fiduciary duty to always act in the best interest of their clients. This means that they must disclose any potential conflicts of interest and always prioritize the client’s needs above their own. The firm also has a strict code of ethics and follows all regulations and laws set forth by governing bodies to ensure the protection of client assets.