Legacy Wealth Advisors, LLC

RIAState Registered

Total AUM

$2.4M

Discretionary

$2.4M

100% of AUM

Avg account

$81.6K

Accounts

Employees

Advisory reps

Firm details

Headquarters: Tucker, Georgia
CRD number: 159646
Website: www.legacygps.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees, Other
Client types: Individuals76.76%
HNWI23.24%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Legacy Wealth Advisors, LLC is an independent, Georgia-registered limited liability company that serves individual and family clients. The firm operates as a capital allocator and combines investment advisory services with related business lines — it also functions as a real estate broker, insurance broker, and accountant. Advisory services called out include financial planning, portfolio management for individuals and small businesses, selection of other advisers, pension consulting services, and delivery of educational seminars and workshops. Its fee arrangements include percentage-of-AUM billing as well as hourly, fixed, and other fee types.