Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. (CRD# 306557) is a financial advisory firm headquartered in , . They manage $32,000,000 in 3 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Legacy Wealth Management, Inc.
By the Numbers
-
Total Assets Under Management32MILLION
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$10,666,667
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, WI
Financial Advisors at Legacy Wealth Management, Inc.
1
Andrew Court (CRD# 1831823) is an Investment Advisor Representative working at Legacy Wealth Management, Inc. in Cape Coral, FL and has over 36 years of experience in the finance industry.
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