Legacitree Wealth Management, LLC

Legacitree Wealth Management, LLC (CRD# 311540) is a financial advisory firm headquartered in Buford, GA. They manage $1,825,100 in 40 accounts and serve the financial needs of clients across 1 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    2
    MILLION
  • Total Number of Accounts
    40
    ACCOUNTS
  • Average Account Value
    $45,628
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA

Financial Advisors at Legacitree Wealth Management, LLC
No Advisor Found.
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