Paul Sartori is a registered investment advisor at Legacy Financial Advisors, INC., based in Covington, KY, with 40 years of industry experience. Paul operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Investment Management, Retirement Planning. Their firm serves 1,065 clients with $1.5B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 1.00% |
| $1.0M - $3.0M | 0.80% |
| $3.0M - $5.0M | 0.60% |
| $5.0M - $10.0M | 0.50% |
| $10M+ | 0.50% |
Fees negotiable for accounts over $10M. POPS strategies have a flat fee of up to 1.50% per annum.
Fee Estimator
Location
117 East Fourth Street, Covington, KY, 41011
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Paul is a part owner in multiple businesses including a real estate company, an insurance solution provider, and a financial education company. He also works full-time as a principal at Legacy Financial Advisors and is a trustee for two trusts.
Employment History
Current Registrations
Legacy Financial Advisors, INC.
Previous Registrations
Triad Advisors LLCBroker
NFP Securities, INC.Broker
NFP Securities, INC.
Lincoln Financial Advisors Corporation
The Lincoln National Life Insurance CompanyBroker
Lincoln Financial Advisors CorporationBroker
Cigna Financial Advisors,inc.Broker
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.