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
215 Union Blvd., Suite 215, Lakewood, CO, 80228
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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
Kenneth is an insurance agent at Legacy Wealth Partners, LLC since 2022, dedicating about 10-20% of his time to this activity. He sells fixed insurance products including life insurance, disability insurance, and non-variable annuities.