Anthony Perez is a CFP-designated registered investment advisor at Legacy Wealth Management, LLC, based in Phoenix, AZ, with 15 years of industry experience. Anthony operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2,121 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Management's fee for managing your investments is a percentage of the assets they manage, ranging from 0.0% to 2.50%. The exact percentage is negotiable and depends on factors like account size, family accounts, investment goals, risk tolerance, and the complexity of the financial planning involved. Fees are billed either quarterly in advance or monthly in arrears. The firm may combine account values of family members to potentially lower the overall fee.
Location
21 E. Catalina Dr., Phoenix, AZ, 85012
Get directionsHistory
Regulatory History (1)
Criminal
February 2002Other 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
Previous Registrations
Bbva Wealth Solutions INC.
Bbva Securities INC.Broker
Unionbanc Investment Services, LLCBroker
Unionbanc Investment Services, LLC
Unionbanc Investment Services, LLCBroker
Countrywide Investment Services, INC.Broker
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations1 state
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.