Ross Luekenga is a registered investment advisor at Az Legacy Wealth LLC, based in Glendale, AZ, with 19 years of industry experience. Ross operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 330 clients with $60M 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 $500K | 1.25% |
| $500K - $1.0M | 1.15% |
| $1M+ | 1.00% |
Annual fee is negotiable based upon certain criteria.
Fee Estimator
Location
6751 North Sunset Boulevard, Suite 320, Glendale, AZ, 85305
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
Ross is an independent insurance agent selling life and disability insurance. This requires minimal time.
Employment History
Current Registrations
Az Legacy Wealth LLC
Previous Registrations
Legacy Wealth Management, LLC
American Independent Securities Group, LLC
American Independent Securities Group, LLCBroker
Prospera Financial Services, INC.
Prospera Financial Services, INC.Broker
Vsr Advisory Services
Vsr Financial Services, INC.Broker
LPL Financial CorporationBroker
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.