Legacy Wealth Management Inc.

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Client assets under management

$250,709,881

Clients

665

8% high-net-worth

Advisors

of 10 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

166

Very High

Average account size

$377,007

About

Legacy Wealth Management Inc. provides discretionary and non‑discretionary investment management, financial planning, and consulting to individuals, high‑net‑worth clients, and businesses, overseeing roughly $251 million in client assets across several hundred accounts. The firm also hosts periodic, no‑fee educational seminars that are described in its brochure as general investment education rather than individualized advice.

The firm builds portfolios around documented client objectives and risk tolerances, using fundamental, technical, and cyclical analysis and conducting quarterly account reviews to monitor allocation and performance. It may implement strategies directly or through third‑party programs, including a unified managed account (UMA) overlay program and SEI‑sponsored programs for eligible clients, and generally acts with discretionary authority when authorized.

Noteworthy aspects include the regular public seminars (an uncommon service among similar team firms) and an affiliated insurance practice run by the firm’s principal, which the brochure discloses consumes about 25% of his time and may lead to recommendations for insurance products but is presented as optional for clients. The brochure also highlights operational choices that differ from some peers: the firm does not permit directed brokerage and does not routinely vote client proxies, leaving proxy voting to clients unless assistance is requested.

Client services

Financial planning Portfolio management Selection of other advisers Educational seminars or workshops

Expertise

Income planning Retirement income strategy General tax planning Options & derivatives strategies

Fee options

Fixed

Financial planning fees charged as flat fees from $2,500 to $7,500 per engagement for clients with assets managed by the firm.

Percentage

$0 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.90% annually $3,000,000 - $4,999,999: 0.80% annually $5,000,000 - $9,999,999: 0.70% annually $10,000,000+: 0.60% annually

Commissions

Principal receives commissions as an insurance agent; approximately 25% of his time is spent in this activity.

Other

Minimum fee: Financial planning fees range from $2,500 to $7,500 per engagement for clients whose assets are managed by the firm, or based on 0.5% of the client’s liquid net worth if the firm does not manage their assets. Fee-only: The firm is fee-only with no commissions for advisory services; however, the principal has an affiliated insurance business that earns commissions.

Main office location

Legacy Wealth Management Inc.

10432 Balls Ford Road #120

Manassas VA 20109, United States

Number of offices

Most active in

Arizona · Florida · Louisiana · Maryland · New Hampshire · North Carolina · Pennsylvania · South Carolina · Tennessee · Texas · Virginia

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

LinkedIn Facebook Website 877-650-4738

Advisors at this firm

Mason C

Series 66

Manassas, VA

Legacy Wealth Management Inc.

Mason Coyle is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Primerica Advisors and Guardian Life Insurance Company. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm offers tailored investment programs based on client goals and risk tolerance and conducts public educational seminars at no charge.

Income planning Retirement income strategy General tax planning Options & derivatives strategies

Eian L

Series 63, Series 65

Manassas, VA

Legacy Wealth Management Inc.

Eian Lomash is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Abich Financial Wealth Management, and Mass Mutual. He also operates Legacy Associates Inc., an investment-related insurance agency. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses by offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm uses a variety of investment strategies tailored to client goals and risk tolerance and provides educational seminars at no charge.

Income planning Retirement income strategy General tax planning Options & derivatives strategies

Jamshid S

Series 65

Manassas, VA

Legacy Wealth Management Inc.

Jamshid Sharifi is a financial advisor at Legacy Wealth Management Inc. in Manassas, VA, holding a Series 65 designation with 11 years of industry experience. He is also president and owner of Legacy Associates Inc., an insurance agency, where he spends approximately 25% of his time. Additionally, he is a silent partner in a retail business in Wilkes Barre, PA. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing portfolio management, financial planning, and consulting. The firm offers tailored investment programs based on fundamental, technical, and cyclical analysis, and conducts public educational seminars at no charge.

Income planning Retirement income strategy General tax planning Options & derivatives strategies

Ronald B

Series 63, Series 66

Manassas, VA

Legacy Wealth Management Inc.

Ronald Bolte is a financial advisor at Legacy Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Carradice Wealth Advisors, Ameriprise Financial Services, LLC, and Financial Engines Advisors L.L.C. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers educational seminars and uses a variety of investment strategies tailored to client goals and risk tolerance.

Income planning Retirement income strategy General tax planning Options & derivatives strategies

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