Elisha Kes is a registered investment advisor at Legacy Wealth Advisors, LLC, based in Palm Coast, FL, with 4 years of industry experience. Elisha 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
Palm Coast, FL
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Legacy Wealth Advisors, LLC
Previous Registrations
Element Pointe Family Office
Bigsur Partners, LLC
State Registrations2 states
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