Legacy Wealth Management
Legacy Wealth Management (CRD# 158010) is a financial advisory firm headquartered in Plainfield, IN. They manage $28,380,000 in 133 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management28MILLION
-
Total Number of Accounts133ACCOUNTS
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Average Account Value$213,383
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
IN
Financial Advisors at Legacy Wealth Management
1
Christopher Herrmann (CRD# 4123657) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 24 years of experience in the finance industry.
2
Brian Wheeler (CRD# 4154771) is an Investment Advisor Representative working at Legacy Wealth Management in Plainfield, IN and has over 24 years of experience in the finance industry.
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