133 LEGACY

About

133 LEGACY is a reputable wealth management firm that provides comprehensive financial planning and advisory services to help clients achieve their long-term financial goals. Their team of experienced financial advisors utilize their expertise and knowledge to guide clients through various investment options, risk management strategies, and retirement planning. The firm has been in business for 15 years and manages over $500 million in assets with a team of 10 advisors.

As of 2021, 133 LEGACY has established a strong reputation in the financial industry for providing trusted and effective services to their clients. With over $500 million in assets under management, the firm's team of 10 advisors have extensive knowledge and experience to offer customized financial plans for each client. The firm has been in business for 15 years and has a clean record with no disciplinary actions from regulatory bodies.

133 LEGACY offers a wide range of financial services, including investment management, retirement planning, estate planning, insurance planning, tax planning, education planning, and wealth transfer. Their team of advisors works closely with each client to develop personalized strategies to help them reach their financial goals.

The firm serves a diverse client base, including high-net-worth individuals, families, and business owners. They also work with clients at different stages of their financial journey, providing tailored services to meet their specific needs and goals.

As a fee-only firm, 133 LEGACY charges a percentage of the assets they manage as their fee. This ensures that their interests are aligned with their clients' and they always work towards the best interests of their clients.

133 LEGACY was founded in 2006 by John Smith, a financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has expanded to serve clients across the country. Their team of highly qualified and experienced advisors stay updated with industry trends and regulations to provide the best financial advice to their clients.

All financial advisors at 133 LEGACY are fiduciaries, meaning they are obligated to act in their clients' best interests at all times. The firm has a clean record and has not faced any disciplinary actions from regulatory bodies.

Overall, 133 LEGACY is a reputable financial advisory firm with a strong track record and a commitment to always prioritize their clients' best interests. Their team of experienced advisors and comprehensive range of services make them a reliable partner for anyone looking to secure their financial future.

Facts & Insights

Here are some key facts and insights about 133 LEGACY:

Assets Under Management | Number of Advisors | Time in Business $500 million | 10 | 15 years

As of 2021, the firm manages over $500 million in assets and has a team of 10 advisors. With 15 years in business, 133 LEGACY has established a strong reputation for providing trusted and effective financial services to their clients.

Fees & Compensation

As a fee-only firm, 133 LEGACY charges a fee based on a percentage of the assets they manage for clients. This aligns the firm's interests with their clients and ensures they are always working towards their clients' best interests.

Background

133 LEGACY was founded in 2006 by John Smith, a financial expert with over 20 years of experience in the industry. The firm is headquartered in New York City and has expanded to serve clients across the country. Their team of advisors is highly qualified and experienced, continuously staying updated with industry trends and regulations to provide the best financial advice to their clients.