Legacy Wealth Partners, LLC
Assets Under Management
$563.9M
Number of Clients
697
Number of Advisors
8
Average Client AUM
$809K
AUM per Advisor
$70.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Legacy Wealth Partners, LLC provides financial planning services, including retirement, risk management, tax, and estate planning. They also offer discretionary portfolio management services tailored to client needs and objectives, utilizing sub-advisors for back-office support and trading. Retirement plan consulting services are also available.
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
Location
215 Union Blvd., Suite 215, Lakewood, CO, 80228