TrueAdvisor
TrueAdvisor
MA
CFP
MA
CFP

Matthew James Aquilia

Legacy Financial Advisors, INC.
13 Years of Experience
1 Disclosure
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement PlanningEstate PlanningFinancial Planning & CoachingInsurance PlanningHigh Net WorthBusiness Owners
Legacy Financial Advisors, INC.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
13 advisors
Number of Clients
1,032 clients
Average Client Portfolio
$1.2M average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$500K
AUM-Based Fees (Tiered)
Assets Under ManagementAnnual Fee
Up to $1.0M1.00%
$1.0M - $3.0M0.80%
$3.0M - $5.0M0.60%
$5.0M - $10.0M0.50%
$10M+0.50%

Fees negotiable for amounts over $10M.

Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
—

Location

117 East Fourth Street, Covington, KY, 41011

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History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
March 2022
Closed-No Action
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Matthew works as an investment advisor at Legacy Financial Advisors, dedicating full-time hours to advising and reviewing clients on investments and planning. He also referees youth soccer matches seasonally, spending a few hours per week on this activity.

Employment History
Current Registrations
Legacy Financial Advisors, INC.
April 2015 - Present · 10 yrs 10 mos
Previous Registrations
Triad Advisors LLCBroker
April 2015 - September 2022 · 7 yrs 5 mos
PNC Investments
October 2012 - February 2015 · 2 yrs 4 mos
PNC InvestmentsBroker
July 2012 - February 2015 · 2 yrs 7 mos
State Registrations1 state
KY
Advisor
Exams
No exam information available for this advisor.