Legacy Wealth Management

Wealth Management Firm in Sacramento, CA

Firm Info
Address: 555 Capitol Mall #747, Sacramento, CA 95814, USA
Phone: (916) 465-8001

Firm Size
Assets Under Management: $314.5 million
# of Advisors: 1
# of Clients: 136
Client to Advisor Ratio: 136:1
Average Account Size: $2.3 million
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Selection of Others Advisors

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

  • Charitable Organizations

Available Fee Structures
  • Percentage of Assets Under Management (AUM)

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Legacy Wealth Management, LLC Overview

Legacy Wealth Management, LLC is an investment advisory firm that offers fee-only financial planning and portfolio management services for individuals and small businesses. The firm is headquartered in Ridgeland, MS, and has been in business since 2019. As a registered investment advisory firm, Legacy Wealth Management provides investment advice only, with a focus on creating tailored solutions to help clients manage their wealth and reach their financial goals. At Legacy Wealth Management, the fee arrangement is fee-only, which means that the firm is compensated solely by its clients through fees charged for its services. This fee structure ensures that the firm's interests are aligned with those of its clients, as Legacy Wealth Management earns no commissions or other compensation from third parties for its services. Clients can rest assured that the advice and guidance they receive from the firm is unbiased and in their best interest. In addition to financial planning and portfolio management, Legacy Wealth Management also offers a selection of other advisors. This unique service enables clients to access the expertise of other professionals, such as tax and estate planning attorneys, as needed. This collaborative approach ensures that the firm's clients receive comprehensive and customized advice on all aspects of their financial lives. With a commitment to excellence and a focus on personalized solutions, Legacy Wealth Management is a trusted partner for clients seeking to build and preserve their wealth.

Legacy Wealth Management, LLC is a wealth management firm that serves several types of clients. The firm has experience working with individuals who seek to build a sustainable financial future, high net worth individuals who have more complex financial situations, and charitable organizations that require guidance on their investments. The firm's team has a deep understanding of the needs and goals of these clients, and they offer customized solutions to help them achieve financial success. In terms of fee structures, Legacy Wealth Management, LLC offers a percentage of assets under management (AUM) model. This fee structure is based on a percentage of the total value of the client's investments that the firm manages on their behalf. This model aligns the interests of the client with the interests of the firm, as the firm's success is directly tied to the success of the client's investments. Additionally, this fee structure offers transparency and predictability as clients can accurately anticipate the fees they will pay. Legacy Wealth Management, LLC understands the importance of fee transparency, and they work closely with their clients to create fee structures that are fair and reasonable.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure for Legacy Wealth Management, LLC states that the firm does not have a minimum account size. However, the firm may charge a minimum fee, which is discussed in Item 5. No specific investment minimum is mentioned in the brochure.

How This Office Can Help Sacramento, CA Residents

Legacy Wealth Management is a premium financial services firm that offers comprehensive wealth management services to clients living in Sacramento, CA. The company provides customized financial strategies for individuals and families, helping them to meet their long-term financial goals. The professional team at Legacy Wealth Management tailors each plan to the client's specific financial situation, ensuring that their financial strategies are tailored to the client's unique set of circumstances. Sacramento, like many cities in the US, has its share of financial challenges. High living costs, unpredictable employment opportunities, and unexpected financial emergencies can lead people to feel uncertain about the future. Legacy Wealth Management provides clients with the tools and resources they need to navigate these challenges and plan for the future. By offering comprehensive financial planning, investment management, wealth preservation, and estate planning services, Legacy Wealth Management helps clients achieve financial freedom and peace of mind.

To view the Minimum Investment and Fee Schedule for Legacy Wealth Management, LLC, visit their Part 2 Brochure.

Services Offered by Legacy Wealth Management, LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Legacy Wealth Management, LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Unavailable
Hourly
Subscription (Newsletter or Periodical)
Fixed Fees (Other than subscription)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 555 Capitol Mall #747, Sacramento, CA 95814, USA
Phone (916) 465-8001
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 300 CONCOURSE BLVD, SUITE 102, RIDGELAND, MS 39157, United States

This firm has no other locations.

State Registrations

Legacy Wealth Management, LLC is registered to service clients in the following states:

  • Louisiana
  • Mississippi
  • Texas

Disciplinary History

Legacy Wealth Management, LLC does not have any disclosures. Please visit it's Form ADV for more details.