Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

Financial Plan Fee:$0 - $25,000

Legacy's fees for portfolio management are negotiable and range from 0.0% to 2.50% of assets under management. Fees are billed quarterly in advance or monthly in arrears. Financial consulting fees are fixed and up to $25,000 per year, depending on the scope and complexity of services. The firm may also charge a 0.50% fee on Illiquid Direct Participation Program (DPP) Investments. Performance-based fees are negotiable up to 20% of growth for qualified clients.

Areas of Practice
Investment ManagementFinancial Planning & Coaching
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Advisor Information

Office location

21 E. Catalina Dr., Phoenix, AZ, 85012

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Regulatory History (1)
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Criminal
February 2002
Final Disposition
Other Business Activities

Anthony owns ATOZ Auto Detail, an auto detailing business, since December 2023. He handles marketing, contracts, and bookkeeping, dedicating about 10-20% of his time to the business.

Employment History
Current Registrations
Legacy Wealth Management, LLC
November 2024 - Present · 1 yr 2 mos
Previous Registrations
Bbva Wealth Solutions INC.
December 2020 - June 2021 · 6 mos
Bbva Securities INC.Broker
December 2020 - June 2021 · 6 mos
Unionbanc Investment Services, LLC Broker
June 2012 - November 2020 · 8 yrs 5 mos
Unionbanc Investment Services, LLC
June 2012 - November 2020 · 8 yrs 5 mos
Unionbanc Investment Services, LLC Broker
May 2009 - June 2010 · 1 yr 1 mo
Countrywide Investment Services, INC.Broker
January 2005 - April 2007 · 2 yrs 3 mos
Wells Fargo Investments, LLC
December 2002 - December 2004 · 2 yrs
Wells Fargo Investments, LLCBroker
October 2002 - December 2004 · 2 yrs 2 mos
State Registrations1 state
AZ
Advisor
Exams
No exam information available for this advisor.