Facts and Insights
Legion Invest is a reputable financial advisory firm specializing in helping clients achieve their financial goals. With a team of experienced financial experts, the firm provides strategic and personalized financial planning services to individuals and businesses.
How does the advisor help clients – Key Takeaways:
– Provides personalized financial planning and investment management services to meet clients’ specific goals and needs
– Offers strategic advice and guidance on various financial matters, including retirement planning, tax planning, and wealth management
– Constantly monitors and reviews clients’ portfolios to ensure alignment with their financial goals and risk tolerance
– Conducts thorough research and analysis to identify investment opportunities for clients
– Utilizes advanced technology and tools to manage and track clients’ investments efficiently
Assets Under Management, Number of Advisors and Time in Business:
Assets Under Management (AUM): As of December 2020, Legion Invest had over $2 billion in AUM.
Number of Advisors: Legion Invest has a team of over 50 experienced and qualified financial advisors.
Time in Business: Legion Invest has been in business for over 20 years, providing clients with reliable and top-notch financial advice and services.
Financial Services Offered
Legion Invest offers a wide range of financial services to help clients reach their financial goals. Some of the services include:
– Retirement planning and wealth management
– Tax planning and optimization strategies
– Investment management and asset allocation
– Risk management and insurance planning
– Education planning and college savings
– Estate planning and legacy management
Client Types
Legion Invest caters to a diverse client base, including individuals, families, and businesses. The firm’s clients range from high-net-worth individuals to small business owners, each with unique financial goals and needs.
Fees & Compensation
Legion Invest charges clients a fee based on a percentage of their AUM. This fee structure ensures that the firm’s interests are aligned with those of its clients, as it is in their best interest to grow the clients’ portfolios.
In some cases, the firm may receive compensation from third-party vendors or fund providers, but this is fully disclosed to clients. Legion Invest maintains a transparent approach to fees and compensation, ensuring clients are fully aware of all costs and charges.
Background
Founded in 1999, Legion Invest has built a strong reputation for providing sound financial advice and excellent service to its clients. The firm’s team of dedicated and experienced financial advisors have helped countless clients achieve their financial goals and secure their financial future.
Financial Advisor Disclosures to Know
As a responsible financial advisory firm, Legion Invest strictly adheres to all regulatory guidelines and requirements. Clients can rest assured that they will receive unbiased and transparent advice from the firm.
In compliance with industry standards, the firm also discloses any potential conflicts of interest, fees, or compensation to clients. This ensures complete transparency and enables clients to make informed decisions about their financial future.
In conclusion, Legion Invest is a highly reputable and experienced financial advisor that offers a range of services to help clients achieve their financial goals. With a dedicated team, cutting-edge technology, and a transparent approach, the firm continues to help clients secure their financial future and build wealth.