Lincoln West
Lincoln West is a registered investment advisor at Legacy Wealth Management, LLC, based in Woodscross, UT, with 2 years of industry experience. Lincoln 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
1645 S. 500 W. #2, Woodscross, UT, 84010
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 ActivitiesSells Insurance
Lincoln is a minority owner of West Family Enterprises, LLC, which is half owner of Elica Capital Investments, LLC, an investment-related business. He also works as an insurance agent for Legacy Peak Insurance, occasionally selling life insurance when it is in his client's best interest, dedicating a few hours per week to this activity.
Employment History
Current Registrations
Legacy Wealth Management, LLC
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.