LEGACY WEALTH MANAGEMENT GROUP, INC.
Lynchburg, Virginia
5.0
4 Reviews
Legacy Wealth Management Group, Inc. is a small investment advisory firm based out of Lynchburg, VA. With a single office, the company is dedicated to providing comprehensive investment advisory services. Among its six employees, four specialize in offering expert guidance in investment matters. Each investment advisor at Legacy Wealth Management Group, Inc. manages an average of approximately $38,600,000 in assets.
The company employs a diverse compensation structure, tailored to meet the unique needs of its clients. This structure includes a percentage of assets under management, fixed fees, and hourly charges. Notably, Legacy ...
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Assets Under Mgmt
$154.4M
Investment Professionals
4
Locations
0
% 401K & Individual
% Discretionary
Compensation Structure
A percentage of assets under your management
Hourly Charges
Fixed Fees
Services Provided Section
Financial Planning Services
Portfolio management for individuals and/or small businesses
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
Had investment related business activity restricted by federal regulatory agency
Disciplined by self-regulatory organization or commodities exchange
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