David Jobrack is a registered investment advisor at Legacy Wealth Management, LLC, based in Billings, MT, with 1 years of industry experience. David operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management. Their firm serves 2,121 clients with $480M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Legacy Wealth Management's fee for managing your investments is a percentage of the assets they manage, ranging from 0.0% to 2.50%. The exact percentage is negotiable and depends on factors like account size, family accounts, investment goals, risk tolerance, and the complexity of the financial planning involved. Fees are billed either quarterly in advance or monthly in arrears. The firm may combine account values of family members to potentially lower the overall fee.
Location
Billings, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
Legacy Wealth Management, LLC
State Registrations1 state
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