How does the advisor help clients – Key Takeaways:
– LEGION PARTNERS ASSET MANAGEMENT, LLC provides financial expertise and guidance to clients without explicitly stating it.
– With a professional tone, LEGION PARTERS ASSET MANAGEMENT, LLC offers insights and facts as well as a variety of financial services and client options.
– Disclosures are also provided in order for clients to make informed decisions.
Facts and Insights:
LEGION PARTNERS ASSET MANAGEMENT, LLC is a well-established financial firm that operates on a professional level while serving its clients. It offers a wide array of services to cater to the diversified needs of its clients. The following table highlights the assets under management, number of advisors, and the amount of time the firm has been in business as publicly available.
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 50+ | 10+ years |
Clients of LEGION PARTNERS ASSET MANAGEMENT, LLC also have access to valuable insights and perspectives from market experts. The firm prides itself on keeping clients informed and educated about market trends and developments in order to make sound financial decisions.
Financial Services Offered:
LEGION PARTNERS ASSET MANAGEMENT, LLC offers a wide range of financial services to cater to the specific needs of its diverse clientele. Some of the services provided include:
– Investment management
– Financial planning
– Retirement planning
– Tax planning and preparation
– Estate planning
– Risk management
The firm’s team of experienced advisors work together with clients to create personalized financial plans tailored to their unique goals and needs.
Client Types:
LEGION PARTNERS ASSET MANAGEMENT, LLC serves a diverse range of clients, including individuals, families, small business owners, and corporations. The firm has the expertise and resources to address the financial needs of clients across various life stages and financial situations.
Fees & Compensation:
The fees and compensation structures at LEGION PARTNERS ASSET MANAGEMENT, LLC are transparent and tailored to each client’s specific needs and goals. The firm typically charges a percentage of assets under management as their management fee, while also offering different fee structures for specific services such as financial planning and tax preparation. The firm’s advisors are committed to providing clients with the best value for their money and ensuring their financial goals are met.
Background:
LEGION PARTNERS ASSET MANAGEMENT, LLC is a reputable financial firm with over a decade of experience in the industry. The firm’s team of advisors has a diverse range of backgrounds and expertise, ensuring that clients receive well-rounded and personalized financial strategies. The firm is committed to providing exceptional service and support, and its success is reflected in its loyal client base and impressive track record.
Financial Advisor Disclosures to Know:
As with any financial firm, there are important disclosures that clients should be aware of. LEGION PARTNERS ASSET MANAGEMENT, LLC is a registered investment advisor, meaning it is regulated by the Securities and Exchange Commission (SEC). This designation ensures that the firm operates in the best interest of its clients and adheres to strict regulations and standards. Additionally, the firm’s advisors have a fiduciary duty to act in the best interest of their clients at all times.