Jeffrey Rehm is a registered investment advisor at Legacy Wealth Advisors, LLC, based in West Palm Beach, FL, with 23 years of industry experience. Jeffrey 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 24 clients with $350M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Advisors offers investment management services for an annual fee based on the value of your portfolio. The fee ranges from 0.25% to 1.50% per year, depending on the size and composition of your portfolio, the services provided, and who is providing the services. The fee is charged quarterly, in advance. Alternatively, Legacy Wealth Advisors may charge a fixed fee for investment management services, which will be individually negotiated.
Location
West Palm Beach, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Jeffrey is a managing director at Flight Lease Capital Management, a private equity firm, since October 2023. As a contractor, he handles investment relations, dedicating about 40% of his time to this role, including time during securities trading hours.
Employment History
Current Registrations
Legacy Wealth Advisors, LLC
Previous Registrations
Hightower Advisors, LLC
Hightower Securities, LLCBroker
Infinex Investments, INC.Broker
Fortigent Securities Company, LLC.Broker
Lydian Wealth Management Company, LLC
Lydian Securities CompanyBroker
Lehman Brothers INC.Broker
Bridge Trading CompanyBroker
Liberty Brokerage INC.Broker
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.