Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. (CRD# 157453) is a financial advisory firm headquartered in , . They manage $8,000,000 in 130 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management8MILLION
Total Number of Accounts130ACCOUNTS
Average Account Value$61,538
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
Aaron Britz (CRD# 4440065) is an Investment Advisor Representative working at Legacy Wealth Management, Inc. in Mankato, MN and has over 16 years of experience in the finance industry.