Areas of Practice
Investment ManagementFinancial Planning & CoachingRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
46 advisors
Number of Clients
2,121 clients
Average Client Portfolio
$225K average
Assets Under Management
$476.5M

Fee Structure

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Location

13965 W Chinden Blvd, Suite 100, Boise, ID, 83713

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History

Regulatory History
Clean regulatory record

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.

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Other Business Activities

Acen works as a salesman for Dynamic IQ, LLC, a non-investment related business coaching company, potentially providing client referrals for Legacy Wealth Management LLC. This activity takes about half of Acen's time.

Employment History
Current Registrations
Legacy Wealth Management, LLC
June 2017 - Present · 8 yrs 8 mos
Previous Registrations
Northwestern Mutual Investment Services, LLCBroker
May 2017 - June 2017 · 1 mo
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.