Brenda Black
Brenda Black is a registered investment advisor at Legacy Investment Partners, LLC, based in Overland Park, KS, with 25 years of industry experience. Brenda operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, High Net Worth, Investment Management, Retirement Planning. Their firm serves 223 clients with $400M 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 $3.0M | 1.50% |
| $3M+ | 1.50% |
Fees are negotiable at Legacy Investment's sole discretion for amounts over $3,000,000.
Fee Estimator
Location
6240 West 135th Street, Suite 175, Overland Park, KS, 66223
Get directionsHistory
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
Brenda works as an independent insurance agent for various independent insurance companies.
Employment History
Current Registrations
Legacy Investment Partners, LLC
Previous Registrations
Legacy Investment Partners, LLC
Primevest Financial Services, INC.
Wachovia Securities, LLC
State Registrations2 states
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.