Jacob Watts is a CFP-designated registered investment advisor at Legacy Financial Strategies, LLC, based in Overland Park, KS, with 19 years of industry experience. Jacob operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Business Owners, Corporate Executives, Education Planning, Estate Planning, and 4 more. Their firm serves 696 clients with $950M 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 | 1.75% |
| $250K - $750K | 1.25% |
| $750K - $2.5M | 1.00% |
| $2.5M+ | 0.75% |
Legacy may have previously negotiated fee arrangements with current clients that are no longer offered to new clients. Accounts under the Legacy Next program are billed at an annual rate of up to 1.50%.
Fee Estimator
Contact
Jacob Watts
Location
5400 Colllege Blvd., Ste. A, Overland Park, KS, 66211
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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 →Employment History
Current Registrations
Legacy Financial Strategies, LLC
Previous Registrations
Ameriprise Financial Services, INC.
Ameriprise Financial Services, INC.Broker
First Investors CorporationBroker
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.
Exams
Additional Information
With years of experience under his belt, Jacob joined Legacy’s team of experts back in 2017. Shortly after Jacob became a principal partner ofLegacy Financial Strategies, LLC.