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
17961 Hunting Bow Circle, Suite 102, Lutz, FL, 33558
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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 →Other Business ActivitiesSells Insurance
Melissa is a part owner and director of planning at Legacy Wealth Partners, LLC, where she works full-time as a Registered Investment Advisor, IAR, and also dedicates about 10-20% of her time as an insurance agent. She also holds positions at DMK Advisor Group, Inc., JAMMs LLC, and Red Rocks Planning Group, LLC, each requiring minimal time commitment.