TrueAdvisor
TrueAdvisor
AE
AE
View SEC Summary
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Legacy Wealth Management, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

Location

3110 Camino Del Rio South #312, San Diego, CA, 92108

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Ali owns rental real estate property through an LLC as an investment.

Employment History
Current Registrations
Legacy Wealth Management, LLC
October 2024 - Present · 1 yr 4 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.