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

Jaime is a partner at LEDJR Tax, preparing income taxes and providing bookkeeping services, dedicating about 10-20 hours per month outside of trading hours, with increased hours during tax season. Jaime also provides investment advisory services through Legacy Wealth Management, along with business coaching, networking, and bookkeeping services, spending about 30-40 hours per month on business development and tax strategy.

Employment History
Current Registrations
Legacy Wealth Management, LLC
February 2021 - Present · 5 yrs
Previous Registrations
Legacy Wealth Management, LLC
October 2017 - August 2019 · 1 yr 10 mos
State Registrations1 state
ID
Advisor
Exams
No exam information available for this advisor.
Jaime Redfern - Financial Advisor | TrueAdvisor