Legacy Financial Group
Des Moines, Iowa
4.0
4 Reviews
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...
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Assets Under Mgmt

$604.63M

Investment Professionals

11

Locations

0

% 401K & Individual

47%

% Discretionary

100%
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
Selection of other advisers
Educational seminars/workshops
Other Business Activities
Registered representative of a broker-dealer
Insurance broker or agent
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