Richard Macfarlane is a registered investment advisor at Legacy Wealth, INC., based in Granite Bay, CA. Richard operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Fees are generally negotiable.
Fee Estimator
Location
6957 Douglas Blvd., Granite Bay, CA, 95746
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
Richard is an insurance agent since October 2023, dedicating minimal time to this activity. He is also the President/Owner of California Probate and Trust, PC, an estate planning law firm, dedicating nearly full-time hours to this.
Employment History
Current Registrations
Legacy Wealth, INC.
Previous Registrations
Bangerter Financial Services, 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.