Hieu Nguyen is a registered investment advisor at Legacitree Wealth Management, LLC, based in Buford, GA, with 11 years of industry experience. Hieu operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 70 clients with $7.8M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacitree Wealth Management's investment management fees are based on the amount of your portfolio and are negotiable. The fees generally range as follows:
- Less than $100,000: 1.0% to 2.5%
- $100,000 to $499,999: 1.0% to 2.0%
- $500,000 to $999,999: 1.0% to 2.0%
- $1,000,000 to $1,999,999: Negotiable
- Over $2,000,000: Negotiable
For qualified clients, Legacitree also charges a performance fee of 20% of the capital gains.
Location
3287 Elmer Hill Lane, Buford, GA, 30519
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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
Legacitree Wealth Management, LLC
Previous Registrations
Wealthtree Capital Management, LLC
Prudential Financial Planning Services
Pruco Securities, LLC.Broker
E*trade Securities 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.