Legacy Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$128,961,925
Clients
248
Advisors
2
of 2 employees
About
Legacy Wealth Advisors serves individual and high‑net‑worth clients with discretionary asset management, financial planning, and management of variable annuity and variable life products. It also arranges third‑party manager relationships and provides comprehensive retirement and income planning services.
The firm builds portfolios tailored to documented client goals, time horizons, and risk tolerances, using a mix of fundamental, technical, charting, and cyclical analysis and conducting periodic (generally quarterly) account reviews. For clients with $500,000 or more invested, the firm includes additional services such as limited estate‑document work and personal tax planning and monitors any third‑party managers it refers on an ongoing basis.
Distinctive features include material outside business activities by the firm’s principals — one principal devotes substantial time to real estate brokerage and legal practice and the firm provides limited estate‑planning document work, while another principal operates an affiliated insurance agency — and the firm receives referral fees from certain third‑party managers. These affiliations and fee arrangements are disclosed in the brochure and are managed through the firm’s supervisory procedures and conflict‑of‑interest disclosures.
Client services
Expertise
Occupation focus
Fee options
1% annually
$250.00 per hour
Account minimum: $500,000
Main office
41700 Hayes Road Suite A
Clinton Township MI 48038
Advisors at this office
2
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Quick links
Advisors at this firm
Jeffrey B
Series 65
Clinton Township, MI
Legacy Wealth Advisors, LLC
Jeffrey Bruss is a financial advisor at Legacy Wealth Advisors, LLC with 10 years of industry experience. He holds a Series 65 designation and has worked at Legacy Wealth Advisors since 2015. In addition to his advisory role, he is an attorney specializing in estate planning, estate administration, and real estate law at Stewart and Bruss, PC, and he is active as a real estate broker through Bruss Realty, LLC. He also serves on the board of directors for FreeStar Financial Credit Union. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and variable life products. The firm builds portfolios tailored to client goals, using various analytical methods and provides additional services including estate-document work and personal tax planning for clients with $500,000 or more invested.
Gregory C
Series 63, Series 65
Clinton Township, MI
Legacy Wealth Advisors, LLC
Gregory Carrico is a financial advisor at Legacy Wealth Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Legacy Wealth Advisors since 2016. In addition to his advisory role, Carrico is president of Contour Insurance Solutions LLC, where he is involved in the sale of insurance products and services. Legacy Wealth Advisors serves individual and high-net-worth clients with discretionary asset management, financial planning, and management of variable annuity and life products. The firm tailors portfolios based on client goals, time horizons, and risk tolerances, and offers additional services such as estate-document work and personal tax planning for clients with $500,000 or more invested.
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