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

Calabasas, CA

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Regulatory History (2)
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Judgment / Lien
May 2023
Financial
July 2017
Final
Employment History
Current Registrations
Legacy Wealth Management, LLC
October 2024 - Present · 1 yr 3 mos
State Registrations1 state
CA
Advisor
Exams
No exam information available for this advisor.