Legacy Wealth Management, LLC
Legacy Wealth Management, LLC (CRD# 143073) is a financial advisory firm headquartered in Mequon, WI. They manage $20,389,774 in 119 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management20MILLION
Total Number of Accounts119ACCOUNTS
Average Account Value$171,343
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Publication of periodicals or newsletters
Lawrence Kinney (CRD# 2107053) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Mequon, WI and has over 27 years of experience in the finance industry.
Jerome Condon (CRD# 2483368) is an Investment Advisor Representative working at Legacy Wealth Management, LLC in Mequon, WI and has over 14 years of experience in the finance industry.