Robert Brown
Robert Brown is a registered investment advisor at Legacy Estate Planning Group, INC., based in Omaha, NE, with 15 years of industry experience. Robert operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Legacy Estate Planning Group does not directly manage investments. Instead, they refer clients to third-party money managers, such as Gradient Investments and SEI Investments Management Corporation. These managers charge fees based on a percentage of the assets they manage. Legacy Estate Planning Group receives a portion of these fees as a referral fee. For example, with Gradient Investments, the total annual fee ranges from 1.00% to 2.00% depending on the portfolio type, with Legacy Estate Planning Group receiving 1.00% or 0.60%. With SEI, Legacy Estate Planning Group receives 1.20% of assets under management.
Location
900 South 74th Plaza, Suite 101, Omaha, NE, 68114
Get directionsHistory
Regulatory History (1)
Customer Dispute
February 2013Other Business ActivitiesSells Insurance
Robert is the President and an insurance agent at Legacy Wealth Strategies, L.L.C. since 2005, spending nearly full-time on this business. He provides insurance-related services through consultation and the sale of insurance and fixed and traditional annuities.
Employment History
Current Registrations
Legacy Estate Planning Group, INC.
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.