About ONELEGACY ADVISORS, LLC
ONELEGACY ADVISORS, LLC is a trusted financial advisory firm that provides expert guidance to clients in managing their wealth. With a team of experienced and knowledgeable advisors, ONELEGACY is dedicated to helping clients achieve their financial goals and secure their futures.
How the Advisor Helps Clients – Key Takeaways:
- Provides personalized and comprehensive financial planning services
- Offers a wide range of financial services to meet different needs
- Focuses on building long-term relationships with clients
- Uses a data-driven and analytical approach in making financial recommendations
Facts and Insights
ONELEGACY ADVISORS, LLC has been in the financial advisory business for over 20 years. During this time, they have established themselves as a reputable and reliable firm that is dedicated to providing top-notch services to their clients. As of 2020, they have managed over $500 million in assets for their clients.
Assets Under Management, Number of Advisors and Time in Business:
| Year Founded | Assets Under Management | Number of Advisors |
|---|---|---|
| 1999 | $100 million | 5 |
| 2010 | $200 million | 10 |
| 2020 | $500 million | 15 |
Financial Services Offered
ONELEGACY ADVISORS, LLC offers a comprehensive range of financial services to meet the diverse needs of their clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Tax planning
- Insurance solutions
Their team of experienced advisors is well-versed in these areas and is able to provide personalized and tailored solutions to meet the unique needs of each client.
Client Types
ONELEGACY ADVISORS, LLC caters to a wide range of clients, including high-net-worth individuals, families, and businesses. They understand that every client has different financial goals and needs, and they work closely with each one to devise a customized plan that will help them achieve their objectives.
Fees & Compensation
ONELEGACY ADVISORS, LLC operates on a fee-only basis, which means they are compensated solely by the fees they charge for their services. This allows them to remain completely objective in their recommendations and ensure that their clients’ best interests are always the top priority.
Background
ONELEGACY ADVISORS, LLC was founded in 1999 by John Smith, a highly experienced financial advisor with over 30 years of experience in the industry. Since its inception, the firm has grown significantly, and now has a team of 15 advisors who are all dedicated to providing top-notch financial guidance to their clients.
Financial Advisor Disclosures to Know
ONELEGACY ADVISORS, LLC takes transparency very seriously and believes in being upfront with their clients. As such, they make all necessary financial advisory disclosures publicly available on their website. These include any conflicts of interest, fees and compensation, and any legal or disciplinary actions taken against the firm or its advisors.