Advisor at Legacy Retirement Advisors
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Firm
Legacy Retirement Advisors
Location
Mankato, MN 56001
Credentials
Series 63, Series 65
Industry experience
12 years
Aaron Britz is a financial advisor at Legacy Retirement Advisors in Mankato, MN, with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Legacy Wealth Management since 2012. Outside of advising, he provides basic accounting and bookkeeping services for a trucking company. Legacy Retirement Advisors serves individual and high-net-worth clients with financial planning and discretionary portfolio management, employing an "advance-and-protect" investment approach that combines strategic asset allocation and tactical adjustments. The firm uses diversified portfolios of ETFs, stocks, and mutual funds, emphasizes tax efficiency, and offers both fixed-fee planning and integrated wealth-management services.
Based on Legacy Retirement Advisors
Legacy Plan Annual Review Meeting: $800 flat; Legacy Plan: $1,499 one-time
$0 - $250,000: 1.75% $250,001 - $499,999: 1.50% $500,000 - $999,999: 1.25% $1,000,000+: Negotiable
Account minimum: $250,000 minimum for Portfolio Management Services; $600,000 minimum for Premium Wealth Management
100 Warren Street, Suite 300 107
Mankato, MN 56001
Minnesota
Legacy Wealth Management
2012 - Present (14 years)
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Is not active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Bank
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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