Legacy Wealth Management is a registered investment advisor based in Boise, Idaho, offering discretionary and non-discretionary portfolio management, financial consulting, and third-party money manager selection. Legacy Wealth Management tailors its investment advice and strategies to each client's specific financial situation, risk tolerance, and goals, utilizing stocks, bonds, mutual funds, exchange-traded funds, options, non-traded real estate investment trusts, private placements, structured notes, and other alternatives. In addition to portfolio management, Legacy Wealth Management offers financial planning services through fixed fees and monthly subscriptions, addressing topics such as risk management, investment planning, and financial organization. The firm is owned by Andy A. Rad, Peter C. Covino III, and Justin Martin, with Jefferson H. West serving as Chief Compliance Officer and Paul Hickey as Chief Executive Officer.
Fee Structure
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.50% |
Annual fee of up to 2.50% includes up to 2.0% advisory fee and up to 0.50% for illiquid direct participation program investments. Fees are negotiable.