Carolyn Weeks
Carolyn Weeks is a registered investment advisor at Legacy Financial Services Group, INC., based in Traverse City, MI, with 10 years of industry experience. Carolyn operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 184 clients with $120M 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 $249K | 1.75% |
| $249K - $500K | 1.50% |
| $500K - $1000K | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.70% |
| $5M+ | 0.70% |
Fees may be negotiable. Current client relationships may exist where the fees are higher or lower than the fee schedule above.
Fee Estimator
Location
10691 East Carter Road, Suite 101, Traverse City, MI, 49684
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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
Carolyn owns Metal Arts & Home Decor, LLC, a retail store specializing in metal wall art and home decorations, since 2018. She dedicates minimal time to oversight on weekends, with a manager handling daily operations.
Employment History
Current Registrations
Legacy Financial Services Group, INC.
State Registrations1 state
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