Facts and Insights
LEGEND PRIVATE WEALTH, LLC is a financial consulting firm that provides comprehensive wealth management solutions to individuals and families. The firm operates on the principle of putting the client’s needs first and building long-term relationships based on trust and transparency. With a team of experienced financial advisors, LEGEND PRIVATE WEALTH, LLC helps clients navigate the complexities of the financial world and achieve their unique financial goals.
How does the advisor help clients: Key Takeaways
- Provides personalized wealth management solutions to individuals and families
- Puts clients’ needs first and builds trust through transparent communication
- Helps clients navigate the complexities of the financial world and achieve their unique financial goals
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management (AUM) | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 5 | 10 years |
Financial Services Offered:
- Investment management
- Estate planning
- Retirement planning
- Tax planning
- Risk management
- Education planning
Client Types:
LEGEND PRIVATE WEALTH, LLC serves a diverse client base including high-net-worth individuals, families, and small business owners. The firm also caters to retirees and those planning for their future.
Fees & Compensation:
The firm operates on a fee-based compensation structure, which means clients pay a percentage of their assets under management as a fee for the services provided. This aligns the advisor’s interests with the clients’ as they are motivated to grow the clients’ portfolio.
Background:
The team at LEGEND PRIVATE WEALTH, LLC includes experienced financial advisors with a wealth of knowledge and expertise in various areas of wealth management. The firm is dedicated to staying up-to-date on industry trends and constantly learning new strategies to better serve their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, LEGEND PRIVATE WEALTH, LLC has a fiduciary duty to act in the best interests of their clients. This means they must always put the clients’ needs first and disclose any potential conflicts of interest. The firm also has a clean record with the Securities and Exchange Commission and no disciplinary actions have been taken against them.