Legacy Wealth Management

Overview

Legacy Wealth Management is structured as a limited liability company and operates as an independent registered investment adviser with an individual owner. The firm serves both individual and family clients as well as some institutional relationships, and it combines advisory services with insurance brokerage activity. Its advisory menu includes financial planning, portfolio management for individuals and small businesses, pension consulting services, and educational seminars or workshops. Fee arrangements are flexible and include a percentage-of-AUM option alongside hourly fees, fixed fees and commission-based compensation. The firm does not identify itself as an active ESG investor and is not set up as a capital allocator or fund sponsor; its model appears to blend advisory and insurance distribution rather than operating as a manager that sources third-party private funds on clients’ behalf.

Assets & Accounts

Public Holdings

Investments & Alternatives