A complete list of active advisors currently associated with Legacy Financial Services Group, Inc.
Warmer can help you find a great advisor at Legacy Financial Services Group, Inc. or one who fits your needs even better.
Legacy Financial Services Group provides fee-based investment management and comprehensive financial planning to individuals, trusts, pension plans and other entities. Services described in the brochure include retirement and estate planning, tax and education planning, cash-flow analysis, insurance reviews, and ongoing wealth management with periodic net worth reporting. The firm typically implements strategic asset allocation with globally diversified portfolios, documented Investment Policy Statements, and generally quarterly rebalancing, and it offers discretionary trading authority to implement approved plans. Advice is delivered through an initial written evaluation and ongoing reviews, with written quarterly updates and more frequent communication when market conditions or client circumstances warrant. A notable feature disclosed in the brochure is that several of the firm’s representatives are also licensed insurance agents who may receive separate commissions for selling life insurance and annuity products; the firm states these activities comprise a limited portion of time and revenues and discloses steps taken to mitigate the attendant conflict of interest. The brochure also notes a recent filing to register with the SEC due to AUM levels and identifies that a senior officer maintains separate retail and restaurant businesses—details that may be relevant to prospective clients evaluating potential conflicts of interest and adviser capacity.
To learn more about the advisors currently working at Legacy Financial Services Group, Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
You can also browse Legacy Financial Services Group, Inc.'s office locations.
Name |
Location |
Years of experience |
|---|---|---|
Saint Johns, FL
| 15
| |
Traverse City, MI
| 11
|
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