Assets Under Management
$2.4B
Number of Clients
1,412
Number of Advisors
15
Average Client AUM
$1.7M
AUM per Advisor
$157.2M
Compensation
Fee-Only (AUM)Fixed/Hourly
Legacy Wealth Management is an employee-owned firm offering financial planning and customized portfolio management. They work in client service teams to develop long-term financial and investment strategies. The firm manages investment assets on a discretionary basis for individuals, trusts, and institutions. Legacy does not sell products or earn commissions.
| Assets Under Management | Annual Fee |
|---|---|
| Up to $2.0M | 1.00% |
| $2.0M - $5.0M | 0.50% |
| $5M+ | 0.40% |
Fees are negotiable on an exception basis.
1715 Aaron Brenner Dr., Suite 301, Memphis, TN, 38120-1443