Derek Bell is a CFP-designated registered investment advisor at Legacy Planning Advisors, LLC, based in Suwanee, GA, with 4 years of industry experience. Derek 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, Tax Planning. Their firm serves 265 clients with $230M 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 | 1.60% |
| $250K - $500K | 1.40% |
| $500K - $1.0M | 1.25% |
| $1M+ | 1.00% |
Fees are paid to third-party advisors. Legacy Planning Advisors receives compensation from the third-party advisor for the referral.
Fee Estimator
Location
5400 Laurel Springs Parkway, Suite 101, Suwanee, GA, 30024
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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 Planning Advisors, LLC
The Strategic Financial Alliance, INC.Broker
Previous Registrations
E*trade Securities LLCBroker
State Registrations1 state
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