Zackary T Budzik

Family Legacy Financial Solutions, LLC

1 Disclosure

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Areas of Practice

Investment ManagementRetirement PlanningInsurance Planning

Family Legacy Financial Solutions, LLC

Compensation

Fee-Only (AUM)Fixed/Hourly

Firm Size

4 advisors

Number of Clients

345 clients

Average Client Portfolio

$406K average

Assets Under Management

$140.0M

Fee Structure

Minimum Investment:$500K

Financial Planning:Investment management only

AUM-Based Fees (Tiered)

Assets Under Management	Annual Fee
Up to $500K	1.25%
$500K - $1.0M	1.10%
$1.0M - $2.0M	1.00%
$2.0M - $5.0M	0.90%
$5.0M - $10.0M	0.80%
$10M+	0.70%

Investment management fees are negotiable.

Fee Estimator

Your Portfolio Value

$500K

$0$500K$1M$5M$20M

Estimated Annual Fee

—

Location

6501 Weston Pkwy, Suite #300, Cary, NC, 27513

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History

Regulatory History (1)

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Criminal

April 2017

Final Disposition

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Employment History

Current Registrations

Family Legacy Financial Solutions, LLC

March 2025 - Present · 11 mos

Previous Registrations

Fidelity Brokerage Services LLCBroker

May 2024 - August 2024 · 3 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.