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.
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Joshua is a financial advisor at Legacy Wealth Asset Management LLC, providing wealth management and financial planning services, dedicating full-time hours to this role. He is also a committee member at New Life Academy, assisting with fundraising events and foundation investments, spending minimal time on this activity.