Rex Emery
Rex Emery is a CFP-designated registered investment advisor at Legacy Wealth Partners, LLC, based in Lakewood, CO, with 22 years of industry experience. Rex 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, and 1 more. Their firm serves 1,064 clients with $650M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual fee of up to 1.50% of assets under management. Fee payment arrangements can be negotiated.
Fee Estimator
Location
215 Union Blvd., Suite 215, Lakewood, CO, 80228
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Rex is a partner and co-owner of Project Black, LLC, investing in pre-IPO companies, and a shareholder in Get SNUG Inc., an estate planning website, dedicating minimal time to each. Rex is also an insurance agent with Legacy Wealth Partners, spending about 10-20% of his time selling fixed insurance products, including life insurance, disability insurance, and non-variable annuities.
Employment History
Current Registrations
Legacy Wealth Partners, LLC
Previous Registrations
Aveo Capital Partners, LLC
Dmk Advisor Group, INC.Broker
AXA Advisors, LLC
AXA Advisors, 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.