Jaime Redfern is a registered investment advisor at Legacy Wealth Management, LLC, based in Boise, ID, with 6 years of industry experience. Jaime 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
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jaime is a partner at LEDJR Tax, preparing income taxes and providing bookkeeping services, dedicating about 10-20 hours per month outside of trading hours, with increased hours during tax season. Jaime also provides investment advisory services through Legacy Wealth Management, along with business coaching, networking, and bookkeeping services, spending about 30-40 hours per month on business development and tax strategy.
Employment History
Current Registrations
Legacy Wealth Management, LLC
Previous Registrations
Legacy Wealth Management, LLC
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.