Ali Emami

Legacy Wealth Management, LLC

1 Year of Experience

View SEC Summary

Areas of Practice

Investment ManagementFinancial Planning & CoachingRetirement Planning

Legacy Wealth Management, LLC

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

Location

3110 Camino Del Rio South #312, San Diego, CA, 92108

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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.

Other Business Activities

Ali owns rental real estate property through an LLC as an investment.

Employment History

Current Registrations

Legacy Wealth Management, LLC

October 2024 - Present · 1 yr 4 mos

State Registrations1 state

Advisor

Exams

No exam information available for this advisor.