Wallace Legg
Wallace Legg is a CFP-designated registered investment advisor at W. V. Legg Financial Management LLC, based in Port St Lucie, FL, with 17 years of industry experience. Wallace operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 12 clients with $23M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
W. V. Legg Financial Management LLC's annual fee for managing your investments is a percentage of the assets they manage, ranging from 0.50% to 1.00%. The fee is negotiable based on the size and complexity of your portfolio. The fee is billed quarterly, based on the value of your account on the last trading day of the quarter.
Location
Port St Lucie, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
W. V. Legg Financial Management LLC
Previous Registrations
Morgan Stanley Smith Barney LLC
Morgan Stanley & CO. Incorporated
State Registrations1 state
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