Family Legacy Wealth Management, LLC
Family Legacy Wealth Management, LLC (CRD# 153560) is a financial advisory firm headquartered in Charlotte, NC. They manage $6,292,648 in 82 accounts and serve the financial needs of clients across 1 states (or territories).
Current Firm Details
Family Legacy Wealth Management, LLC
By the Numbers
-
Total Assets Under Management6MILLION
-
Total Number of Accounts82ACCOUNTS
-
Average Account Value$76,740
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- 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.
NC
Financial Advisors at Family Legacy Wealth Management, LLC
No Advisor Found.
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