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AP
CFP
AP
CFP

Anthony Perez

Legacy Wealth Management, LLC
16 Years of Experience
Phoenix, AZ
1 Disclosure
View SEC Summary
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Anthony Perez is a CFP-designated registered investment advisor at Legacy Wealth Management, LLC, based in Phoenix, AZ, with 16 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 3,416 clients with $630M in assets under management.

Legacy Wealth Management, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
53 advisors
Number of Clients
3,416 clients
Average Client Portfolio
$184K average
Assets Under Management
$629.0M

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Flat)
Portfolio ValueAnnual Fee
Any2.50%

Annual fee of up to 2.50% includes up to 2.0% advisory fee and up to 0.50% for illiquid direct participation program investments. Fees are negotiable.

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

Location

21 E. Catalina Dr., Phoenix, AZ, 85012

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History

Regulatory History (1)
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Criminal
February 2002
Final Disposition
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Anthony owns ATOZ Auto Detail, an auto detailing business, since December 2023. He handles marketing, contracts, and bookkeeping, dedicating about 10-20% of his time to the business.

Employment History
Current Registrations
Legacy Wealth Management, LLC
November 2024 - Present · 1 yr 11 mos
Previous Registrations
Bbva Wealth Solutions INC.
December 2020 - June 2021 · 6 mos
Bbva Securities INC.Broker
December 2020 - June 2021 · 6 mos
Unionbanc Investment Services, LLCBroker
June 2012 - November 2020 · 8 yrs 5 mos
Unionbanc Investment Services, LLC
June 2012 - November 2020 · 8 yrs 5 mos
Unionbanc Investment Services, LLCBroker
May 2009 - June 2010 · 1 yr 1 mo
Countrywide Investment Services, INC.Broker
January 2005 - April 2007 · 2 yrs 3 mos
Wells Fargo Investments, LLC
December 2002 - December 2004 · 2 yrs
Wells Fargo Investments, LLCBroker
October 2002 - December 2004 · 2 yrs 2 mos
State Registrations1 state
AZ
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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