A complete list of active advisors currently associated with Legacy One Wealth Management
Warmer can help you find a great advisor at Legacy One Wealth Management or one who fits your needs even better.
Legacy One Wealth Management, LLC provides investment advisory and financial planning services to individuals, high‑net‑worth clients, and small businesses. The firm offers both discretionary portfolio management (Legacy PM) and a non‑discretionary advisory option (Legacy Guidance) and generally charges fees on a percentage‑of‑assets basis. Investment programs are tailored through a client‑specific Statement of Investment Policy and may incorporate fundamental and technical analysis, Modern Portfolio Theory, and cyclical analysis; portfolios are monitored daily with formal reviews at least quarterly. The firm also provides comprehensive financial planning (“Legacy Planning”) and advice on related matters such as cash flow, tax guidance, insurance review, and estate considerations. What distinguishes this firm from many solo independents is that its advisory personnel may also be licensed insurance agents and may receive insurance commissions for product sales (disclosed to clients and requiring consent), with such commissions representing a modest portion of an IA Rep’s business. The firm’s principal is additionally registered to prepare tax returns, the firm does not use sub‑advisors, and it manages investment selection and oversight directly for its small client base and assets under management.
To learn more about the advisors currently working at Legacy One Wealth Management, 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.
Name |
Location |
Years of experience |
|---|---|---|
Jamestown, NC
| 14
|
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