Assets Under Management
$475.0M
Number of Clients
445
Number of Advisors
4
Average Client AUM
$1.1M
AUM per Advisor
$118.8M
Compensation
Fee-Only (AUM)Fixed/Hourly
Legacy Wealth manages assets for various clients, acting as a fiduciary. They offer wrap fee programs, including Customized Legacy Portfolios and Legacy Funds Portfolios, with ongoing monitoring and rebalancing. They utilize in-house and third-party portfolio managers, screening for Biblical values.
683 Bielenberg Drive, Suite 101, Woodbury, MN, 55125