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Legacy Wealth Management Inc.
Manassas, Virginia
4.2
5 Reviews
Legacy Wealth Management Inc. is a small investment advisory firm based out of Manassas, VA with one office. With a team of two dedicated professionals, they provide comprehensive investment advisory services to a diverse range of clients. Their average assets under management per investment advisor amount to approximately $104,570,000, which is in line with industry standards.
Legacy Wealth Management Inc. offers a flexible compensation structure that includes various types such as a percentage of assets under management and fixed fees. With over 80% of their assets under management coming from employer 401Ks and individual clie...see more
Assets Under Mgmt
$104.57M
Investment Professionals
1
Locations
0
% 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
- Selection of other advisers
- Educational seminars/workshops
Reviews for Legacy Wealth Management Inc.
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