Legacy Wealth Advisors, LLC
Assets Under Management
$137.5M
Number of Clients
55
Number of Advisors
2
Average Client AUM
$2.5M
AUM per Advisor
$68.7M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Legacy Wealth Advisors is an independent, fee-based RIA providing wealth and investment advisory services. They develop customized investment strategies, monitor investments, and offer financial planning services including cash flow analysis, insurance, and retirement planning. They also offer consulting services on securities and real estate topics.
Fee Structure
Wealth Advisory Services fees are negotiated and generally range from 0.5% to 1.5% per year of assets under management. The firm considers portfolio size, complexity, and ongoing professional time when determining the fee. Financial planning and consulting services are provided for a fixed fee starting at $2,500 per engagement or on an hourly basis with a rate up to $500 per hour. A minimum of $2,000,000 is required to establish a new advisory account, but this may be waived at the Advisor's discretion.
Areas of Practice
Location
2001 Gateway Place, Suite 600W, San Jose, CA, 95110