Legacy Wealth offers investment advisory services to individuals and other clients. Services include comprehensive financial planning, customized portfolio management, and retirement plan consulting. Legacy Wealth aims to understand client goals and educate them about their process. They also offer Biblically Responsible Investing, screening investments based on ethical values.
Assets Under Management$480M
Clients445
Advisors5
Avg. per Client$1.1M
Avg. per Advisor$95M
Fee Structure
Minimum Investment:$150K
Legacy Wealth offers investment management through wrap fee programs (Legacy Funds and Customized Legacy Portfolios). Please refer to the Wrap Fee Program Brochure for more information regarding fees and compensation.
Loading...