Razell Smart
Razell Smart is a registered investment advisor at Legacy Wealth Management, LLC, based in Orlando, FL, with 4 years of industry experience. Razell operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2,121 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Management's fee for managing your investments is a percentage of the assets they manage, ranging from 0.0% to 2.50%. The exact percentage is negotiable and depends on factors like account size, family accounts, investment goals, risk tolerance, and the complexity of the financial planning involved. Fees are billed either quarterly in advance or monthly in arrears. The firm may combine account values of family members to potentially lower the overall fee.
Location
Orlando, FL
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Regulatory History (3)
Regulatory
May 2024Employment Separation After Allegations
November 2023Financial
April 2020Other Business ActivitiesSells Insurance
Razell places non-Prudential life insurance policies and owns Smart Financial Planning LLC for payroll and tax services. Razell also owns Strous LLC to perform payroll and bookkeeping services, dedicating minimal time to it.
Employment History
Current Registrations
Legacy Wealth Management, LLC
Previous Registrations
Pruco Securities, LLC.Broker
Northwestern Mutual Investment Services, 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.