Ariel Moyano
Ariel Moyano is a CFP-designated registered investment advisor at Legacy Wealth Management, LLC, based in Boynton Beach, FL, with 5 years of industry experience. Ariel operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Business Owners, Corporate Executives, Estate Planning, and 6 more. Their firm serves 3,416 clients with $630M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee of up to 2.50% includes up to 2.0% advisory fee and up to 0.50% for illiquid direct participation program investments. Fees are negotiable.
Fee Estimator
Location
Boynton Beach, FL
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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 →Other Business ActivitiesSells Insurance
Ariel sells life and disability insurance products through Legacy Peak Insurance Solutions, LLC. This activity is part of Ariel's advisory business, where she helps clients with financial plans and evaluates their insurance needs, dedicating a few hours per week to it.
Employment History
Current Registrations
Legacy Wealth Management, LLC
Previous Registrations
Singer Wealth Advisors LLC
Castle Wealth Management
State Registrations2 states
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.
Exams
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