Jacob Zody is a registered investment advisor at Legacy Wealth Management Group, INC., based in Lynchburg, VA, with 3 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, High Net Worth, Investment Management, Real Estate Investing, and 1 more. Their firm serves 991 clients with $290M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $3.0M | 1.75% |
| $3.0M - $5.0M | 1.50% |
| $5M+ | 1.25% |
Fees are charged quarterly in advance. Legacy Wealth Management Group has the sole discretion to negotiate lower fees or waive them in individual cases. Financial planning and consulting services are generally included in these asset management fees.
Fee Estimator
Location
1971 English Tavern Road, Lynchburg, VA, 24501
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 →Employment History
Current Registrations
Legacy Wealth Management Group, INC.
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.
Exams
More Advisors
- Ronald DawsonLegacy Wealth Management Group, INC.
- Joshua StammLegacy Wealth Management Group, INC.
- John Stone, CFAStifel, Nicolaus & Company, Incorporated
- Timothy Talley, CFPEdward Jones
- Benjamin Abraham, CFP, ChFCEdward Jones
- Benjamin Berry, CFPLPL Financial LLC