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Jeffrey Rehm

Legacy Wealth Advisors, LLC
23 Years of Experience
West Palm Beach, FL
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Jeffrey Rehm is a registered investment advisor at Legacy Wealth Advisors, LLC, based in West Palm Beach, FL, with 23 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning. Their firm serves 20 clients with $920M in assets under management.

Legacy Wealth Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
4 advisors
Number of Clients
20 clients
Average Client Portfolio
$46.1M average
Assets Under Management
$922.8M

Fee Structure

Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any1.50%

Annual management fee ranges between 0.25% and 1.50% depending on portfolio size and composition, services rendered, and the individual advisor. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
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Location

West Palm Beach, FL

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Jeffrey is a managing director at Flight Lease Capital Management, a private equity firm, since October 2023. As a contractor, he handles investment relations, dedicating about 40% of his time to this role, including time during securities trading hours.

Employment History
Current Registrations
Legacy Wealth Advisors, LLC
October 2023 - Present · 3 yrs
Previous Registrations
Hightower Advisors, LLC
May 2017 - October 2023 · 6 yrs 5 mos
Hightower Securities, LLCBroker
January 2016 - October 2023 · 7 yrs 9 mos
Infinex Investments, INC.Broker
January 2012 - January 2016 · 4 yrs
Fortigent Securities Company, LLC.Broker
July 2007 - January 2010 · 2 yrs 6 mos
Lydian Wealth Management Company, LLC
November 2006 - May 2007 · 6 mos
Lydian Securities CompanyBroker
August 2003 - June 2006 · 2 yrs 10 mos
Lehman Brothers INC.Broker
August 2000 - September 2001 · 1 yr 1 mo
Bridge Trading CompanyBroker
November 1999 - July 2000 · 8 mos
Liberty Brokerage INC.Broker
February 1998 - June 1999 · 1 yr 4 mos
State Registrations2 states
CAFL
Advisor

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
No exam information available for this advisor.
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