Legacy Planning & Associates, Inc.
Grand Rapids, Michigan
5.0
1 Review
Legacy Planning & Associates, Inc. is a well-established investment advisory firm located in Grand Rapids, MI. With a dedicated team of three employees, they specialize in providing comprehensive investment advisory services to individuals and businesses alike. Operating from two offices, Legacy Planning & Associates, Inc. has built a reputation for its expertise and personalized approach in the industry.
The firm boasts an impressive average of $37,440,000 in assets under management per investment advisor, demonstrating their ability to handle significant portfolios. Their compensation structure is designed to align with their c...
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Assets Under Mgmt
$112.31M
Investment Professionals
3
Locations
1
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Pension consulting services
Selection of other advisers
Disclosures
Do any of the events below involve you or any of your supervised persons?
Found to have caused investement-related business to lose authorization denied by federal regulatory agency
Orders brought against in connection to investment related activities (10yrs)
Had investment related business activity restricted by federal regulatory agency
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Articles
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