A complete list of active advisors currently associated with Legacy Wealth Advisors, LLC
Warmer can help you find a great advisor at Legacy Wealth Advisors, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Legacy Wealth Advisors, LLC, 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 |
|---|---|---|
Clinton Township, MI
| 10
| |
Clinton Township, MI
| 12
|
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