The Financial Legacy Group
The Financial Legacy Group (CRD# 287632) is a financial advisory firm headquartered in Charlotte, NC. They manage $69,000,000 in 250 accounts and serve the financial needs of clients across 3 states (or territories).
Total Assets Under Management69MILLION
Total Number of Accounts250ACCOUNTS
Average Account Value$276,000
- 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
NC, SC, TX
Steven Abels (CRD# 4205168) is an Investment Advisor Representative working at The Financial Legacy Group in Charlotte, NC and has over 22 years of experience in the finance industry.