Tony Alarcon
Tony Alarcon is a registered investment advisor at Legacy Wealth Capital, LLC., based in Los Gatos, CA, with 27 years of industry experience. Tony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, High Net Worth, Insurance Planning, and 3 more. Their firm serves 10 clients with $6.5M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Legacy Wealth Capital may reduce fees at its sole discretion for assets such as bonds, non-discretionary assets, or non-profit clients. All fees are negotiable.
Fee Estimator
Location
Los Gatos, CA
Get directionsHistory
Regulatory History (1)
Criminal
September 1991Other Business Activities
Tony is a licensed realtor with Coldwell Banker in California. He also occasionally consults for private equity firms and other companies.
Employment History
Current Registrations
Legacy Wealth Capital, LLC.
Previous Registrations
Legacy Wealth Capital, LLC.
Legacy Wealth Services, LLC
Lehrer Management CO INC
Legacy Wealth Services, LLC
Private Asset Advisors, INC.
Legacy Wealth
Legacy Wealth Services, LLC
Legacy Wealth Services, LLC
Wm Financial Services, INC.Broker
Wm Financial Services, INC.Broker
Asb Financial ServicesBroker
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.
Exams
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