Sarah Headrick is a registered investment advisor at Legend Private Wealth, LLC, based in Charlotte, NC, with 4 years of industry experience. Sarah operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Estate Planning, Financial Planning & Coaching, High Net Worth, and 2 more. Their firm serves 45 clients with $65M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.25% |
| $1.0M - $3.0M | 1.00% |
| $3.0M - $7.0M | 0.85% |
| $7.0M - $15.0M | 0.70% |
| $15M+ | 0.70% |
Fees negotiable for accounts greater than $15,000,000.
Fee Estimator
Location
15720 Brixham Hill Avenue, Suite 300, Charlotte, NC, 28277
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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
Legend Private Wealth, LLC
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
State Registrations4 states
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