Legacy Wealth Management, LLC
Assets Under Management
$476.5M
Number of Clients
2,121
Number of Advisors
46
Average Client AUM
$225K
AUM per Advisor
$10.4M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Legacy Wealth Management, LLC is a registered investment adviser offering discretionary and non-discretionary portfolio management services tailored to clients' needs and objectives. They also provide financial consulting services on topics like risk assessment, investment planning, and financial decision-making. They may recommend third-party money managers.
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
Location
13965 W. Chinden Blvd., Suite 100, Boise, ID, 83713