Legacy Wealth Management, Llc
Ridgeland, Mississippi
3.4
8 Reviews
Legacy Wealth Management, LLC is a small investment advisory firm based out of Ridgeland, MS, with a team of three dedicated professionals. With two experienced registered advisors at the helm, namely Forbes Watson and Maggie Traxler, the firm prides itself on providing top-tier investment advisory services to its clients.
With over 20 individual clients, Legacy Wealth Management manages a substantial portfolio of assets under management, exceeding $273,081,000. The firm specializes in catering to high net worth individuals, leveraging its expertise to meet their unique financial goals and aspirations.
As an average performe...
See more
Loading...
Assets Under Mgmt
$273.08M
Investment Professionals
2
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
Selection of other advisers
Articles
Articles
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.