About LEGATRUST FINANCIAL ADVISORS, INC.
LEGATRUST FINANCIAL ADVISORS, INC. is a well-respected financial advisory firm that has been serving clients for over 20 years. With a team of highly experienced and qualified advisors, the firm is dedicated to providing top-notch financial planning and management services to its clients.
How does the advisor help clients – Key Takeaways:
- Customized financial planning and management services to help clients reach their financial goals.
- A team of experienced and qualified advisors who provide sound financial advice and guidance.
- A wide range of financial services to meet the diverse needs of clients.
Facts and Insights
LEGATRUST FINANCIAL ADVISORS, INC. has over $500 million in assets under management, with a team of 15 experienced advisors. The firm has been in business for over 20 years, and has established a reputation for excellence in the financial services industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million+ | 15 | 20+ years |
Financial Services Offered
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
- College planning
- Charitable giving strategies
Client Types
LEGATRUST FINANCIAL ADVISORS, INC. caters to a diverse range of clients including individuals, families, and small business owners. The firm’s advisors have the experience and expertise to provide personalized financial services to clients from all backgrounds and financial situations.
Fees & Compensation
The firm offers fee-based services, which means advisors receive compensation based on a percentage of the assets under management. This fee structure aligns the interests of the advisors with that of the clients, as the firm only benefits when the client’s assets grow. LEGATRUST FINANCIAL ADVISORS, INC. is committed to transparency and will always provide clients with a clear breakdown of all fees and charges.
Background
LEGATRUST FINANCIAL ADVISORS, INC. was founded by a team of experienced financial professionals who wanted to provide clients with unbiased and comprehensive financial services. The firm’s advisors have extensive knowledge and expertise in the finance industry, and are dedicated to helping clients achieve their financial goals.
Financial Advisor Disclosures to Know
- The firm’s advisors are registered with the Securities and Exchange Commission (SEC) and operate under a strict set of regulations to ensure that clients’ best interests are always prioritized.
- LEGATRUST FINANCIAL ADVISORS, INC. and its advisors have no disciplinary history with any regulatory bodies.
- The firm’s advisors are required to disclose any potential conflicts of interest and will always act in the best interest of their clients.
- Clients will receive all important information, such as fees, compensation structure, and potential conflicts of interest, in writing before engaging in services.