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).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    8
    MILLION
  • Total Number of Accounts
    130
    ACCOUNTS
  • Average Account Value
    $61,538
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

MN

Financial Advisors at Legacy Wealth Management, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Aaron J. Britz
CRD#: 4440065
204 Stonehenge Dr, Mankato, MN 56001
93
Wealthminder
score

Aaron Britz (CRD# 4440065) is an Investment Advisor Representative working at Legacy Wealth Management, Inc. in Mankato, MN and has over 15 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.