How does the advisor help clients – Key Takeaways:
LEGION CAPITAL MANAGEMENT, LLC has a team of financial experts who provide personalized strategies and solutions to help clients achieve their financial goals. They offer a wide range of financial services and cater to various types of clients. Their transparent fee structure shows their commitment to prioritizing their clients’ financial growth and success.
Facts and Insights
LEGION CAPITAL MANAGEMENT, LLC was founded in 2009 and has been in business for over a decade. As of December 2020, they have $3.2 billion in assets under management and a team of 25 experienced financial advisors.
They have received multiple recognitions and awards for their excellent services, including being named one of the Top 100 Wealth Managers by AdvisoryHQ and Best Wealth Manager in Washington D.C. by AdvisoryHQ and Expertise.
Assets Under Management, Number of Advisors and Time in Business:
| Year Established: | 2009 |
|---|---|
| Total Assets Under Management: | $3.2 billion |
| Number of Advisors: | 25 |
Financial Services Offered
- Investment management
- Wealth planning and management
- Retirement planning
- Estate planning
- Tax planning and management
- Insurance and risk management
- Education planning
Client Types
- High net worth individuals
- Family offices
- Business owners and executives
- Retirees
- Trusts and foundations
- Individuals and families
Fees & Compensation
LEGION CAPITAL MANAGEMENT, LLC charges clients a percentage of their total assets under management as their fee. The fee structure is transparent, and there are no hidden charges or commissions. They prioritize their clients’ financial success and aim to provide high-quality services at a competitive price.
Background
LEGION CAPITAL MANAGEMENT, LLC was founded by a team of experienced financial experts who saw the need for personalized and transparent financial services in the market. They are committed to building long-term relationships with their clients and helping them achieve their financial goals through tailored strategies and solutions.
Financial Advisor Disclosures to Know
As a registered investment advisor, LEGION CAPITAL MANAGEMENT, LLC is required to disclose any potential conflicts of interest or any disciplinary actions on their record. They have a clean record with no disclosures to report, showing their commitment to maintaining high ethical standards and prioritizing their clients’ best interests.