Carlos Prince
Carlos Prince is a registered investment advisor at Legacy Edge Advisors, based in Conshohocken, PA, with 18 years of industry experience. Carlos operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 427 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Edge Advisors charges an annual fee of up to 2.50% of the value of your portfolio. The fee is negotiable and may be lower for family members living in the same household.
Location
Four Tower Bridge, 200 Barr Harbor Dr #400, Conshohocken, PA, 19428
Get directionsHistory
Regulatory History (2)
Criminal
May 2003Criminal
August 2002Employment History
Current Registrations
Legacy Edge Advisors
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Advice and Planning Services
Tiaa-Cref Individual & Institutional Services, LLCBroker
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Fidelity Brokerage Services 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.