Claire Bailey is a registered investment advisor at Legacy Private Client Services, based in Pointe-Claire. Qc, with 20 years of industry experience. Claire operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $5.0M | 0.75% |
| $5M+ | 0.50% |
Fees are negotiable.
Fee Estimator
Location
1 Holiday Avenue, East Tower, Suite 305, Pointe-Claire. Qc, H9R 5N3
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Legacy Private Client Services
Previous Registrations
Great Point Capital LLCBroker
Arq Advisors LLCBroker
Exemplar Capital, LLCBroker
Entoro Investments, LLC
Stoneridge Investment Partners
Pickwick Capital Partners, LLCBroker
Bluestone Capital Management, LLC
Mcg Securities LLCBroker
Philadelphia Brokerage CorporationBroker
Cv Brokerage, INCBroker
Greentree Brokerage Services, INC.Broker
Drexel Hamilton, LLCBroker
Beanpot Financial Services, INC.Broker
A.H. Haynes & CO., INC.Broker
Cresap, INC.Broker
Potomac Capital Markets, LLCBroker
Stockton Securities CORP.Broker
Mark Twain Brokerage Services, INC.Broker
Alvery Bartlett Brokerage CO.Broker
Oppenheimer & CO., INC.Broker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.