Joshua Stamm
Joshua Stamm is a registered investment advisor at Legacy Wealth Management Group, INC., based in Lynchburg, VA, with 23 years of industry experience. Joshua operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 847 clients with $230M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are negotiable. Consulting services are included in these fees for asset management services with the exception of unique circumstances that may require a separate agreement for financial planning services.
Fee Estimator
Location
1971 English Tavern Road, Lynchburg, VA, 24501
Get directionsHistory
Regulatory History (4)
Regulatory
May 2018Regulatory
January 2017Employment Separation After Allegations
June 2016Customer Dispute
April 2008Other Business ActivitiesSells Insurance
Joshua is an insurance agent selling various insurance products since 2022, dedicating about 10-20% of his time. He is also a co-owner of Old Dominion Insurance Partners, dealing with P&C Insurance and Medicare Supplements, dedicating nearly full-time hours, and a co-owner of Legacy Auditorium, LLC, which takes minimal time.
Employment History
Current Registrations
Legacy Wealth Management Group, INC.
Previous Registrations
Caitlin John
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
UBS Financial Services INC.
UBS Financial Services INC.Broker
Edward JonesBroker
State Registrations3 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.