Legacy Financial Group, based out of Des Moines, IA, is a local investment advisory firm dedicated to providing comprehensive financial services. With a team of 16 skilled professionals, including 11 experienced investment advisors, they offer expertise in managing assets and delivering personalized advice to their clients.
The firm boasts an impressive average of approximately $223,790,000 in assets under management per investment advisor, surpassing the industry average. Their compensation structure is flexible and diverse, incorporating various models such as a percentage of assets under management and hourly charges.
Wit...
See more
Loading...
Assets Under Mgmt
$604.63M
Investment Professionals
11
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Other
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
This information was provided by Mployer and is based on publicly available information made available by employers, brokers and carriers. While efforts are made to validate and confirm the information, there could be inaccuracies. All information and ratings are based on Mployer’s opinion only and should be one of many factors used when evaluating brokers. If there are any inaccuracies in the information, please reach out to Mployer using the contact us form and we will review your submission and make changes as we deem appropriate.