LEGACY WEALTH MANAGEMENT, LLC

RIASEC RegisteredEst. 2018

Total AUM

$629M

Discretionary

$629M

100% of AUM

Avg account

$192K

Accounts

3,269

Employees

Advisory reps

Firm details

Headquarters: BOISE, Idaho
CRD number: 174767
Registered since: June 21, 2018
Website: legacywealthmg.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Fixed Fees, Performance Based Fees, Other
Client types: HNWI59.2%
Individuals37.83%
Pension & Profit Sharing Plans2.97%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

Legacy Wealth Management, LLC is an independent registered investment adviser organized as an LLC and registered with the SEC in 2018. The firm serves both individual and family clients as well as institutional investors and acts as a capital allocator, placing client capital with outside managers in addition to managing portfolios directly. Client-facing services include financial planning, portfolio management for individuals and small businesses, and selection of other advisers; the firm also maintains relationships with other investment advisers, accountants, insurance firms and serves as sponsor/GP or managing member for pooled investment vehicles. Its fee arrangements are flexible and include asset-based fees, fixed fees, performance-based fees and other fee types. Legacy is not an active ESG investor and, per its disclosures, does not operate as a multi-state adviser or pension consultant.