Deann Gann
Deann Gann is a CFP-designated registered investment advisor at Legacy Capital Wealth Partners, LLC, based in Rogers, AR, with 29 years of industry experience. Deann operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 609 clients with $1.3B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Capital charges an annual advisory fee for managing your investments. This fee is negotiable and can range from 0.50% to 1.50% of the value of your investments. The exact fee depends on factors like the size of your portfolio, the complexity of your investments, and the amount of service you need. Legacy Capital generally requires a minimum balance of $500,000 to manage your investments, but this may be waived at Legacy Capital's discretion.
Location
5502 Walsh Lane, Suite 103, Rogers, AR, 72758
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Deann works full-time as a Client Relationship Specialist/Client Advisor Assistant at Legacy Capital Wealth Partners since February 2023. She also works as a Secretary/Treasurer and Bookkeeper for Hook, Line, and Sinker, a retail business, dedicating a few hours per week.
Employment History
Current Registrations
Legacy Capital Wealth Partners, LLC
Purshe Kaplan Sterling InvestmentsBroker
Previous Registrations
Arvest Wealth Management
Arvest Wealth ManagementBroker
Arvest Asset Management
Arvest Asset ManagementBroker
Raymond James Financial Services, INC.Broker
Arvest Asset Management
Arvest Asset ManagementBroker
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.