Andrew Court
Andrew Court is a CFP-designated registered investment advisor at Legacy Wealth Management, INC., based in Cape Coral, FL, with 36 years of industry experience. Andrew operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Insurance Planning, Investment Management, and 2 more. Their firm serves 4 clients with $6M 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 | 1.50% |
| $250K - $500K | 1.25% |
| $500K+ | 1.00% |
Fees may be negotiable. For accounts managed through Orion Portfolio Solutions, additional fees apply, including administration fees (0.08%-0.45%), account maintenance fees ($25 or $50 annually), strategist fees (0.0%-0.20%), and Separately Managed Account (SMA) fees (0.35%-0.70%). The total annual fees for the OPS Program may not exceed 2% of assets under management.
Fee Estimator
Location
Cape Coral, FL
Get directionsHistory
Regulatory History (2)
Employment Separation After Allegations
December 2015Customer Dispute
September 2001Other Business ActivitiesSells Insurance
Andrew is involved in several real estate rental businesses, dedicating minimal time to each. He is also an independent insurance agent selling fixed insurance products, spending about 10-20% of his time on this activity.
Employment History
Current Registrations
Legacy Wealth Management, INC.
Previous Registrations
Gradient Wealth Management
Gradient Securities, LLCBroker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
Pruco Securities CorporationBroker
The Prudential Insurance Company of AmericaBroker
State Registrations2 states
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.