Barbara Camaglia is a CFP-designated registered investment advisor at Legacy Financial Advisors, LLC, based in Beachwood, OH, with 22 years of industry experience. Barbara operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Education Planning, Estate Planning, Financial Planning & Coaching, and 3 more.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Fee Structure
Legacy Financial Advisors (LFA) offers portfolio rebalancing services at an hourly rate. The cost depends on the number of investments and the value of your portfolio. LFA also offers retainer services, which include one annual rebalance and three portfolio adjustments per year, at a discounted hourly rate. Implementation assistance, such as buying Treasuries, is billed at an hourly rate.
Contact
Barbara Camaglia
Location
3401 Enterprise Parkway, Suite 340, Beachwood, OH, 44022
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Barbara provides supervisory, accounting, and financial services to Industrial Chemical Corporation and its subsidiary, Custom-Pak, Inc., effectively acting as a controller or assistant controller. Due to COVID-19 and a department head's retirement, she is working more hours as needed, while also serving her clients at Legacy Financial Advisors LLC.
Employment History
Current Registrations
Legacy Financial Advisors, LLC
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Barbara has both experience in personal financial planning and investment management as well as in corporate finance. Her credentials and experience allow her to construct financial models for each client's needs as well as integrate tax efficiency into the plan and construct indiviualized portfolios for each client's needs.