Barbara Sacharow
Barbara Sacharow is a registered investment advisor at Lwm Advisory Services, LLC, based in Plantation, FL, with 20 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 1,111 clients with $1.1B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LWM Advisory Services manages client portfolios for a fee, which is a percentage of the value of your portfolio. This fee is negotiated and can vary depending on the size and complexity of your account. The annual fee will not exceed 2.00%. Fees are charged quarterly in advance. There is a minimum investment of $100,000, but the firm may accept smaller accounts.
Location
1250 S. Pine Island Road, Suite 350, Plantation, FL, 33324
Get directionsHistory
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 ActivitiesSells Insurance
Barbara operates under the DBA Legacy Wealth Management and is a registered investment advisor hybrid with LWM Advisory Services, LLC, dedicating nearly full-time hours to this role. She also engages in non-variable and fixed insurance activities through direct licensing, allocating a minimal amount of time, and is involved with The Wolf Cry, Inc. for accounting purposes only.
Employment History
Current Registrations
Lwm Advisory Services, LLC
LPL Financial LLCBroker
Previous Registrations
LPL Financial LLC
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Ids Life Insurance CompanyBroker
State Registrations12 states
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.