Patrick Guentner is a registered investment advisor at Legacy Investment Advisors LLC, based in Wyandotte, MI, with 30 years of industry experience. Patrick operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include High Net Worth, Investment Management. Their firm serves 260 clients with $64M 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 | 2.00% |
| $250K - $500K | 1.75% |
| $500K - $1.0M | 1.50% |
| $1M+ | 1.25% |
Fees are negotiable.
Fee Estimator
Location
140 Elm, Wyandotte, MI, 48192
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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
Patrick is involved in several outside business activities. These include being a FINRA arbitrator/expert witness, managing member of SIG Real Estate LLC, owner of One More Training Gear LLC, partner in PKM Holdings LLC (rental real estate), member of Age of Globesity LLC, and a partner/practicing attorney with Guentner, Barbee, & Associates, PLLC.
Employment History
Current Registrations
Legacy Investment Advisors LLC
Previous Registrations
First Allied Advisory Services, INC.
Worldwide Capital Advisors, LLC
First Allied Securities, INC.
First Allied Securities, INC.Broker
Morgan Stanley Dw INC.Broker
Olde Discount CorporationBroker
State Registrations2 states
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