Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Financial planning fees are fixed, up to $15,000. Portfolio management fees are up to 1.50% annually, based on assets under management and billed quarterly in advance. Sub-advisor fees are separate and in addition to Legacy Wealth's fees. Fee payment arrangements can be negotiated. Retirement plan consulting fees are negotiated on a case-by-case basis.
Areas of Practice
Advisor Information
Office location
215 Union Blvd., Suite 215, Lakewood, CO, 80228
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Customer Dispute
April 2012Other Business ActivitiesSells Insurance
Rex is a partner and co-owner of Project Black, LLC, investing in pre-IPO companies, and a shareholder in Get SNUG Inc., an estate planning website, dedicating minimal time to each. Rex is also an insurance agent with Legacy Wealth Partners, spending about 10-20% of his time selling fixed insurance products, including life insurance, disability insurance, and non-variable annuities.