Legacy Capital Group California, Inc.
Los Gatos, California
5.0
1 Review
Legacy Capital Group California, Inc. is a reputable local investment advisory firm headquartered in Los Gatos, CA. With two well-established offices, the company boasts a team of 14 dedicated professionals, five of whom specialize in providing top-notch investment advisory services. On average, each investment advisor oversees approximately $91,040,000 in assets under management, which aligns with the industry standard. The compensation structure at Legacy Capital Group California, Inc. encompasses various types, including a percentage of assets under management, fixed fees, and commissions. While less than 30% of their assets u...
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Assets Under Mgmt

$455.22M

Investment Professionals

5

Locations

1

% 401K & Individual

5%

% Discretionary

100%
Compensation Structure
A percentage of assets under your management
Fixed Fees
Commissions
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Portfolio management for pooled investment vehicles
Pension consulting services
Selection of other advisers
Educational seminars/workshops
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