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Vincent Panvini

Legacy Advisors, LLC
25 Years of Experience
Plymouth Meeting, PA
Broker
View SEC Summary
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Vincent Panvini is a registered investment advisor at Legacy Advisors, LLC, based in Plymouth Meeting, PA, with 25 years of industry experience. Vincent is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 317 clients with $5.2B in assets under management.

Legacy Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
317 clients
Average Client Portfolio
$16.3M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.35%
$50M+0.25%

Schedule reflects the Betterment program tier structure. Standard portfolio management fees generally go up to 1.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

401 Plymouth Road, Suite 150, Plymouth Meeting, PA, 19462

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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

Vincent is a client advisor at Legacy Advisors, LLC, focusing on estate, business succession, and wealth advisory services, dedicating nearly full-time hours to this role. He is also a registered representative with M. Holdings Securities, Inc. and is on the board of directors for The Legacy Foundation, a charitable organization.

Employment History
Current Registrations
Legacy Advisors, LLC
November 2006 - Present · 19 yrs 11 mos
M Holdings Securities, INC.Broker
June 2006 - Present · 20 yrs 4 mos
Previous Registrations
Capital Analysts, IncorporatedBroker
August 2001 - July 2006 · 4 yrs 11 mos
State Registrations14 states
COCTILMAMDMENCNJPARITXVAVTWV
AdvisorBrokerBoth

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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