Louis Fevrin
Louis Fevrin is a registered investment advisor at Legacy Investment Advisors, LLC, based in Voorhees, NJ, with 24 years of industry experience. Louis operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Investment Management, and 2 more. Their firm serves 59 clients with $27M 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 $250K | 1.50% |
| $250K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $2.0M | 0.90% |
| $2.0M - $5.0M | 0.85% |
| $5M+ | 0.80% |
Fees are negotiable.
Fee Estimator
Location
603 Sheppard Road, Voorhees, NJ, 08043
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
Louis owns Louis Fevrin Insurance Agency, spending about 10-20% of his time calling prospects and selling insurance since 2021. He also owns Streaming4uNow and coaches at Crossfit Bear, dedicating minimal time to each.
Employment History
Current Registrations
Legacy Investment Advisors, LLC
Sturdivant & CO. INCBroker
Previous Registrations
Allstate Financial Services, LLCBroker
Investment Advisors Asset Management, LLC
Royal Alliance Associates, INC.Broker
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
Wachovia Securities, LLCBroker
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
AXA Distributors, LLCBroker
AXA Advisors, LLCBroker
State Registrations4 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.