Herman Esry is a registered investment advisor at Family Legacy Advisors, LLC, based in Overland Park, KS, with 4 years of industry experience. Herman operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management. Their firm serves 89 clients with $32M 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 | 1.40% |
Fees are negotiable.
Fee Estimator
Location
10740 Nall Ave, Suite 158, Overland Park, KS, 66211
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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 Activities
Herman has private real estate investments through MBER Property, LLC and JARR Homes, LLC, and owns Waypoint Coffee Co. He also owns part of a coffee shop and works as an attorney, spending minimal time on these activities.
Employment History
Current Registrations
Family Legacy Advisors, LLC
Previous Registrations
Epiphany Financial Coaching
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.