Jared Uribe-Sullivan is a CFP-designated registered investment advisor at Legacy Advisors, LLC, based in Plymouth Meeting, PA, with 10 years of industry experience. Jared 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, Investment Management, and 2 more. Their firm serves 220 clients with $4.2B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Advisors offers portfolio management services for a fee that varies, generally up to 1.25% annually, based on the amount of assets managed. The fee is billed quarterly in arrears. The advisory fee is negotiable. They may combine account values of family members to determine the applicable advisory fee.
For clients in the Betterment Program, Legacy charges a tiered annual fee:
- $0 - $5,000,000: 1.00%
- $5,000,001 - $10,000,000: 0.75%
- $10,000,001 - $25,000,000: 0.50%
- $25,000,001 - $50,000,000: 0.35%
- Over $50,000,000: 0.25%
Betterment also charges a separate wrap fee.
Location
5 Apollo Road, Suite 100, Plymouth Meeting, PA, 19462
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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 →Employment History
Current Registrations
Legacy Advisors, LLC
Previous Registrations
Vanguard Marketing CorporationBroker
State Registrations1 state
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