Advisor at Legacy Wealth Management, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Legacy Wealth Management, Inc.
Location
Cape Coral, FL
Credentials
CFP®, Series 63
Industry experience
36 years
Andrew Court is a CFP® professional with 36 years of industry experience, currently serving as the sole advisor at Legacy Wealth Management, Inc. in Cape Coral, FL. His career includes roles in real estate and insurance, with active involvement as a licensed real estate agent and insurance agent. Outside of advisory services, he owns and manages multiple property-related businesses and operates a charter boat business. Legacy Wealth Management, Inc. is an independent advisory firm offering discretionary asset management, financial planning, and educational seminars to individual clients. The firm employs a blend of fundamental and technical analysis across various investment strategies, managing portfolios on a discretionary basis with quarterly reviews.
Based on Legacy Wealth Management, Inc.
Fixed fees for financial planning services; specific amounts negotiated and estimated prior to engagement
$0 - $250,000: 1.50% annually $250,001 - $500,000: 1.25% annually Over $500,000+: 1.00% annually
Advisor representatives receive commissions from insurance product sales; approximately 25% of Mr. Court’s compensation is from external commissions.
$300 per hour for financial planning
Cape Coral, FL
Florida · Wisconsin
Legacy Wealth Management, Inc.
2020 - Present (6 years)
Sellstate Priority Realty
2018 - Present (8 years)
Independent insurance agent
2017 - Present (9 years)
Gradient Securities, LLC
2017 - 2019 (2 years)
Premier Property Management LLC
2017 - Present (9 years)
Shareholder, LLC
2013 - Present (13 years)
Summit San Simeon, LLC
2013 - Present (13 years)
Legacy Camps International Inc
2008 - Present (18 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
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.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 63, Series 66
Ft. Myers, FL
Silver Thread Investments
Series 66
Fort Myers, FL
Roscoe Capital Management, LLC
Series 66
Fort Myers, FL
CPK Wealth Management LLC
Series 65
Fort Myers, FL
Lange Asset Management, Inc.
Series 66
Fort Myers, FL
Broaden Wealth LLC
Series 66
Cape Coral, FL
MarketStrats, LLC
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