Julian Dallas is a registered investment advisor at Legacy Wealth Advisors, LLC, based in North Miami Beach, FL. Julian operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Alternative Investments, Estate Planning, Investment Management, Retirement Planning. Their firm serves 20 clients with $920M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Annual management fee ranges between 0.25% and 1.50% depending on portfolio size and composition, services rendered, and the individual advisor. Fees are negotiable.
Fee Estimator
Location
3323 NE 163rd St, Suite 402, North Miami Beach, FL, 33160
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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 Advisors, 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.
Exams
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