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Theodore Piotrowicz

Legacy Advisors, LLC
12 Years of Experience
Plymouth Meeting, PA
Broker
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Theodore Piotrowicz is a CFA-designated registered investment advisor at Legacy Advisors, LLC, based in Plymouth Meeting, PA, with 12 years of industry experience. Theodore is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Business Owners, Estate Planning, Financial Planning & Coaching, and 5 more. Their firm serves 317 clients with $5.2B in assets under management.

Legacy Advisors, LLC
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
19 advisors
Number of Clients
317 clients
Average Client Portfolio
$16.3M average
Assets Under Management
$5.2B

Fee Structure

Minimum Investment:None
Planning is included in investment management (also available separately)
Portfolio-Based Fees (Tiered)
Portfolio ValueAnnual Fee
Up to $5.0M1.00%
$5.0M - $10.0M0.75%
$10.0M - $25.0M0.50%
$25.0M - $50.0M0.35%
$50M+0.25%

Schedule reflects the Betterment program tier structure. Standard portfolio management fees generally go up to 1.25%. Fees are negotiable.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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View Full SEC Brochure

Location

5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Theodore is a Senior Client Advisor at Legacy Advisors, LLC, dedicating nearly full-time hours to providing investment and financial planning advice. He also serves on the boards of several charitable and family foundations, acts as a co-trustee for multiple trusts, and is a board member for a holding company.

Employment History
Current Registrations
Legacy Advisors, LLC
November 2013 - Present · 12 yrs 11 mos
M Holdings Securities, INC.Broker
August 2013 - Present · 13 yrs 2 mos
State Registrations5 states
CAFLNJPATX
AdvisorBrokerBoth

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
No exam information available for this advisor.
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