Legacy Wealth Management, Inc.
Firm details
- Headquarters
- ,
- CRD number
- 306557
- Custodians
- ORION PORTFOLIO SOLUTIONS,LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals100%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Legacy Wealth Management, Inc. is an independent, privately owned advisory corporation that serves individual and family clients. The firm offers portfolio management and comprehensive financial planning, and charges clients via a mix of AUM-based fees, hourly billing, and fixed-fee arrangements. In addition to advisory work, the firm’s activities include real estate brokerage and insurance brokerage. Legacy is state-registered in Florida and Wisconsin and describes its client focus as individuals and families rather than institutional pension or multi-state advisory mandates. The firm does not position itself as an active ESG investor.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
, null
Location
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Headquartered in , null.
- Office locations