LEGACY WEALTH MANAGEMENT INC.

Overview

Legacy Wealth Management Inc. is an independent registered investment adviser that acts as a capital allocator for individual, family and select institutional clients. The firm blends financial planning and portfolio management for individuals and small businesses with a willingness to outsource specialized strategies through third‑party managers. Fee arrangements include percentage of assets under management and fixed fees, reflecting a mix of ongoing advisory relationships and project‑based engagements. Legacy Wealth Management Inc. is not positioned as an ESG investor and reports its advisory footprint as single‑state rather than multi‑state. Advisory services extend beyond portfolio oversight to include selection of other advisers and educational seminars or workshops, indicating a consultative role when clients require access to manager expertise or need education on complex strategies. The firm’s owner structure is individual ownership, and it operates as a capital allocator when deploying client capital into external alternative managers or specialized funds.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices