Legacy Advisors Wealth Mgmt, Inc.
Legacy Advisors Wealth Mgmt, Inc. (CRD# 138202) is a financial advisory firm headquartered in Norwell, MA. They manage $15,000,000 in 40 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts40ACCOUNTS
Average Account Value$375,000
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
Ronald Papa (CRD# 2713511) is an Investment Advisor Representative working at Legacy Advisors Wealth Mgmt, Inc. in Norwell, MA and has over 20 years of experience in the finance industry.