Legacy Wealth Advisors, LLC
Legacy Wealth Advisors, LLC (CRD# 127758) is a financial advisory firm headquartered in San Jose, CA. They manage $94,600,000 in 160 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management95MILLION
Total Number of Accounts160ACCOUNTS
Average Account Value$591,250
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
Edwin Ryu (CRD# 1289017) is an Investment Advisor Representative working at Legacy Wealth Advisors, LLC in San Jose, CA and has 1 year of experience in the finance industry.