Charles Whitman is a registered investment advisor at Legacy Edge Advisors, based in Syosset, NY. Charles operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Estate Planning, Financial Planning & Coaching, High Net Worth, Insurance Planning, and 3 more. Their firm serves 427 clients with $900M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Edge Advisors charges an annual fee of up to 2.50% of the value of your portfolio. The fee is negotiable and may be lower for family members living in the same household.
Location
485 Underhill Blvd., Suite 100, Syosset, NY, 11791
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Legacy Edge Advisors
State Registrations1 state
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