Jeffrey Hrabe
Jeffrey Hrabe is a CFP-designated registered investment advisor at Legacy Financial Strategies, LLC, based in Overland Park, KS, with 20 years of industry experience. Jeffrey operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 696 clients with $950M 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 | 1.75% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Legacy Next program for smaller accounts charges up to 1.50% annually. Fees may be negotiable based on complexity.
Fee Estimator
Contact
Jeffrey Hrabe
Location
5400 Colllege Blvd., Ste. A, Overland Park, KS, 66211
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 →Employment History
Current Registrations
Legacy Financial Strategies, LLC
Previous Registrations
Cavanal Hill Distributors, INC,Broker
Cavanal Hill Investment Management, INC.
Bok Financial Securities, INC.Broker
Bok Financial Advisors
Ivy Funds Distributor, INC.Broker
Waddell & Reed
Waddell & Reed, INC.Broker
State Registrations2 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.
Exams
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