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
Matthew is a financial advisor at Legacy Wealth Asset Management, dedicating full-time hours to wealth management and financial planning. He is also the CEO/Owner of Wisdom Wellspring LLC, spending about 10-20% of his time there, and a board member at Five Oaks Community Church, spending a few hours per week.