Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC (CRD# 281810) is a financial advisory firm headquartered in Clinton Township, MI. They manage $68,900,000 in 414 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management69MILLION
-
Total Number of Accounts414ACCOUNTS
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Average Account Value$166,425
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
MI, TX
Financial Advisors at Legacy Wealth Advisors, LLC
1
Jeffrey Bruss (CRD# 6570192) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Clinton Township, MI and has over 10 years of experience in the finance industry.
2
Gregory Carrico (CRD# 5266398) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in Clinton Township, MI and has over 17 years of experience in the finance industry.
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