Since 1982, Legacy Wealth Management’s approach to financial planning and portfolio management comes from experience and knowledge as an independent registered investment advisory firm. We customize ...the coordination of Financial Planning and Portfolio Management to achieve client-specific financial and life goals. “Because Financial Security Doesn't Just Happen” Firm Overview Independent, fee-only Financial Planning and Portfolio Management since 1982 Employee-owned firm compensated solely by client fees, not by commissions 700+ clients nationwide (across 34 states) $1 + billion under management 98% client retention ratio (past 5 years for clients over our minimum) Read more
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Slintel keeps track of 20 - 49 employees who are working at Legacy Wealth Management. You can find more about their employees through LinkedIn or their website using Slintel Chrome Extension. Also, check out the jobs and hiring category at Legacy Wealth Management mentioned earlier on this page to identify which sector the company is growing.
Legacy Wealth Management is in the industry of Investment Management.
Legacy Wealth Management headquarters are at Memphis, Tennessee, United States. To know the exact address unlock now.
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