Forever Wealth LLC

Forever Wealth LLC (CRD# 288480) is a financial advisory firm headquartered in Clinton, NJ. They manage $1,591,114 in 5 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
54 Old Highway 22, Suite 256, Clinton, NJ 08809
https://www.linkedin.com/in/daniellegiec/
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    5
    ACCOUNTS
  • Average Account Value
    $318,223
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

NJ

Financial Advisors at Forever Wealth LLC
Showing 1 - 1 of 1 top financial advisors.
1
Daniel Legiec, financial advisor Clinton NJ
Daniel R. Legiec
CRD#: 5318116
54 Old Highway 22, Suite 256, Clinton, NJ 08825

Daniel Legiec (CRD# 5318116) is an Investment Advisor Representative working at Forever Wealth LLC in Clinton, NJ and has over 9 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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