John Steigerwald is a CFP-designated registered investment advisor at Legacy Advisors, LLC, based in Plymouth Meeting, PA, with 21 years of industry experience. John operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Investment Management, and 2 more. Their firm serves 220 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Advisors offers portfolio management services for a fee that varies, generally up to 1.25% annually, based on the amount of assets managed. The fee is billed quarterly in arrears. The advisory fee is negotiable. They may combine account values of family members to determine the applicable advisory fee.
For clients in the Betterment Program, Legacy charges a tiered annual fee:
- $0 - $5,000,000: 1.00%
- $5,000,001 - $10,000,000: 0.75%
- $10,000,001 - $25,000,000: 0.50%
- $25,000,001 - $50,000,000: 0.35%
- Over $50,000,000: 0.25%
Betterment also charges a separate wrap fee.
Location
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462
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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
John works as a client advisor at Legacy Advisors, LLC, dedicating full-time hours to providing investment and financial planning advice. He is also a registered representative with M. Holdings Securities, Inc. and sells private placements, while volunteering as a treasurer for Saint Anthony Youth.
Employment History
Current Registrations
Legacy Advisors, LLC
M Holdings Securities, INC.Broker
Previous Registrations
Sage Financial Group INC.
Das Financial Services, INC.Broker
J.P. Morgan Securities INC.Broker
State Registrations2 states
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.