Christopher Cushman
Christopher Cushman is a CFP-designated registered investment advisor at Legacy Planning Advisors, LLC, based in Suwanee, GA, with 19 years of industry experience. Christopher operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning, Tax Planning. Their firm serves 265 clients with $230M 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 $250K | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are paid to third-party advisors. Legacy Planning Advisors receives compensation from the third-party advisor for the referral.
Fee Estimator
Location
5400 Laurel Springs Parkway, Suite 101, Suwanee, GA, 30024
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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
Christopher is an Investment Adviser Representative and part owner of Legacy Planning Advisors, LLC, dedicating full-time hours to client interaction, action plan preparation, investment trading, and prospecting. He also has an ownership stake in Ben Hur, an investment club with nine members, where he invests monthly dues in common stocks.
Employment History
Current Registrations
Legacy Planning Advisors, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
Legacy Planning Advisors, LLC
Sagepoint Financial, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
State Registrations14 states
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