Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth offers two wrap fee programs. The Wrap Customized Legacy Portfolios have a maximum annual fee of 1.95%. The Legacy Funds Portfolios, typically used for accounts under $150,000, have a maximum annual fee of 0.95%, but total expenses could reach 2.00% when including internal ETF and mutual fund expenses. Fees are billed quarterly in arrears and are generally non-negotiable. A minimum account balance of $150,000 is required for the Wrap Customized Legacy Portfolio.
Areas of Practice
Advisor Information
Office location
683 Bielenberg Drive, Suite 101, Woodbury, MN, 55125
Get directionsRegulatory History
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 Activities
Benjamin is a registered representative with M Holdings Securities, Inc., focusing on securities sales and spending nearly full-time on this role. He is also a financial advisor with Legacy Wealth Asset Management, LLC and an investment strategist with Legacy Wealth, LLC, dedicating nearly full-time hours to each of these roles as well.