Lydon Crane is a registered investment advisor at Legacy Wealth Management, LLC, based in Burley, ID, with 7 years of industry experience. Lydon 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
635 Birch Drive, Burley, ID, 83318
Get directionsHistory
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 →Other Business Activities
Lydon is a member of Phillips, Oakes, Goodwin, Crane & Co, Rupert Business Associates, and Burley Professional Building, and also a member of BKJL, LLC. He is also president of Gringotz, dedicating nearly full-time hours to POJC and minimal time to the other businesses. None of these businesses are investment related.
Employment History
Current 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.