Timothy Sommer is a registered investment advisor at Legacy Edge Advisors, based in Syosset, NY, with 32 years of industry experience. Timothy 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. Their firm serves 427 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Edge Advisors charges an annual fee of up to 2.50% of the value of your portfolio. The fee is negotiable and may be lower for family members living in the same household.
Location
485 Underhill Blvd., Suite 100, Syosset, NY, 11791
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Regulatory History (1)
Customer Dispute
January 2009Employment History
Current Registrations
Legacy Edge Advisors
Previous Registrations
Purshe Kaplan Sterling InvestmentsBroker
The Capital Group Investment Advisory Services, LLC
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
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.