Firm Information
Compensation
Number of Advisors
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
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
Advisor Information
Office location
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713
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.
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Jaime is a partner at LEDJR Tax, preparing income taxes and providing bookkeeping services, dedicating about 10-20 hours per month outside of trading hours, with increased hours during tax season. Jaime also provides investment advisory services through Legacy Wealth Management, along with business coaching, networking, and bookkeeping services, spending about 30-40 hours per month on business development and tax strategy.