Assets Under Management
$476.5M
Number of Clients
2,121
Number of Advisors
46
Average Client AUM
$225K
AUM per Advisor
$10.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
Legacy Wealth Management, LLC provides discretionary and non-discretionary portfolio management services tailored to client needs. They also offer financial consulting services on topics like risk assessment and investment planning. They primarily advise on stocks, bonds, mutual funds, ETFs, and alternative investments.
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713