Assets Under Management
$563.9M
Number of Clients
697
Number of Advisors
8
Average Client AUM
$809K
AUM per Advisor
$70.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
Legacy Wealth Partners provides financial planning services including retirement, risk management, tax, and estate planning. They also offer discretionary portfolio management using sub-advisors. Services are tailored to client needs and objectives. They also offer retirement plan consulting services.
215 Union Blvd., Suite 215, Lakewood, CO, 80228