Legacy Wealth Advisors, LLC

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Assets Under Management

$137.5M

Number of Clients

Number of Advisors

Average Client AUM

$2.5M

AUM per Advisor

$68.7M

Compensation

Fee-Only (AUM)Fixed/Hourly

About This Firm

Legacy Wealth Advisors is an independent, fee-based registered investment advisory firm serving multi-family office and wealth management clients. They offer wealth & investment advisory services and financial planning services, including cash flow analyses, insurance, and retirement planning.

Fee Structure

Minimum Investment:$2M

Financial Planning:Included in AUM fee

Areas of Practice

Investment ManagementRetirement PlanningFinancial Planning & CoachingEstate PlanningTax PlanningHigh Net Worth

Location

2001 Gateway Place, Suite 600W, San Jose, CA, 95110

2 Advisors at this firm

PFS