Sheree Bollinger
Sheree Bollinger is a registered investment advisor at Legacy Financial Independent Advisors LLC, based in Louisville, KY, with 39 years of industry experience. Sheree operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Financial Planning & Coaching, High Net Worth, Investment Management, and 1 more. Their firm serves 711 clients with $450M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.25% |
| $250K - $500K | 1.00% |
| $500K - $1.0M | 0.80% |
| $1.0M - $2.5M | 0.70% |
| $2.5M - $5.0M | 0.60% |
| $5M+ | 0.50% |
Fees may be negotiable.
Fee Estimator
Location
100 Mallard Creek Rd, Suite 402, Louisville, KY, 40207
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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 →Other Business Activities
Sheree is a partner in PSB Holdings, LLC, a real estate venture, since 2005, dedicating minimal time. She also serves as a Board Member/Treasurer for Green Hill Therapy since 2018, spending a few hours per week.
Employment History
Current Registrations
Legacy Financial Independent Advisors LLC
Previous Registrations
First Kentucky Securities CORP
First Kentucky Securities CORP
First Kentucky Securities CorporationBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Prudential Securities IncorporatedBroker
Banc One Securities CorporationBroker
Banc One Capital CorporationBroker
Liberty Investment Services, 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.