Legacy Wealth Management, Inc.

Overview

Legacy Wealth Management, Inc. is an independent, owner-operated registered investment adviser serving individual and family clients, with a business footprint that includes real estate brokerage and insurance brokerage services. The firm concentrates its portfolio implementation on exchange-traded equities and uses public equities and ETFs as the primary building blocks for client portfolios. Advisory services offered emphasize financial planning and portfolio management for individuals and small businesses, and the firm charges a mix of fee formats — percentage of AUM, hourly fees and fixed fees — depending on the engagement. With a very small client base and a single-office structure, the firm appears to run a boutique, hands-on practice. It does not position itself as an ESG investor and is not structured as a multi-state adviser. The firm also integrates non-portfolio services tied to its broker activities in real estate and insurance, which can expand the scope of client relationships beyond pure investment management.

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Public Holdings

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Location & Offices