Ciara Price
Ciara Price is a CFP-designated registered investment advisor at Legacy Solutions, LLC, based in Kennett Square, PA, with 12 years of industry experience. Ciara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Insurance Planning, Investment Management, Retirement Planning. Their firm serves 242 clients with $190M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are negotiable and can vary based on factors such as the amount of assets invested, complexity, and servicing needs. Similar clients could pay different fees.
Fee Estimator
Location
206 North Union Street, Kennett Square, PA, 19348
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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 ActivitiesSells Insurance
Ciara is the Chief Operating Officer, Partner, and IAR at Legacy Solutions, LLC, dedicating full-time hours to financial planning and client service. She also owns rental property and spends minimal time on related tasks, and sells life, long-term care, and disability insurance through Crump.
Employment History
Current Registrations
Legacy Solutions, LLC
Capital Analysts
Lincoln Investment
Lincoln InvestmentBroker
State Registrations4 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.