DM
CFP
Firm Information
Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
15 advisors
Number of Clients
1,412 clients
Average Client Portfolio
$1.7M average
Assets Under Management
$2.4B
Fee Structure
Minimum Investment:$500K
Financial Planning:Included in AUM fee
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable on an exception basis.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—
Legacy's fees for wealth management services, which include both portfolio management and financial planning, are based on assets under management. The annual fee is 1.0% on the first $2 million, 0.5% on the next $3 million, and 0.4% on amounts over $5 million. Fees are negotiable on an exception basis. The recommended minimum account size is $500,000.
Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement PlanningTax PlanningEstate PlanningEducation PlanningHigh Net Worth
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Advisor Information
Office location
6800 Poplar Avenue, Suite 101, Memphis, TN, 38138
Get directionsRegulatory History
Clean regulatory record
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Legacy Wealth Management INC
April 2004 - Present · 21 yrs 9 mos
State Registrations2 states
TNTX
Advisor
Exams
No exam information available for this advisor.