Elizabeth Flores is a registered investment advisor at Legacy Wealth Advisors, LLC, based in Santa Cruz, CA, with 22 years of industry experience. Elizabeth 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 55 clients with $140M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Advisors' fees for wealth advisory services are negotiated and generally range from 0.5% to 1.5% per year of the assets they manage. The fee depends on the size of your portfolio, the complexity of your investment issues, the portfolio configuration, and the amount of ongoing professional time required. Fees may be billed in advance or in arrears, depending on the third-party managers’ policies.
Location
Santa Cruz, CA
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Elizabeth is a 50% owner of Oversight Group, LLC, a tax preparation business since 2010. She spends a few hours per week on the preparation and processing of tax returns.
Employment History
Current Registrations
Legacy Wealth Advisors, LLC
Previous Registrations
Sterling Advisory Services, LLC
Jerome Ben Vernazza
State Registrations1 state
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