Advisor at Legacy Wealth Planning
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Firm
Legacy Wealth Planning
Location
Bethalto, IL 62010
Credentials
Series 63, Series 66
Industry experience
8 years
Anthony Erzen is a financial advisor at Legacy Wealth Planning with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CarsonAllaria Wealth Management, Northwestern Mutual Investment Services, TD Ameritrade, SCOTTRADE, and Illinois American Water. Legacy Wealth Planning is an independent, fee-only investment adviser serving primarily individual and high-net-worth clients. The firm offers customized investment management, financial planning, and limited hourly consulting, employing Modern Portfolio Theory with a preference for passive funds while accommodating active and ESG options.
Based on Legacy Wealth Planning
Based on Legacy Wealth Planning
Flat annual fee ranging from $1,750 to $36,000 for comprehensive financial planning and investment management services
$0 - $1,000,000: 1.00% $1,000,001+: 0.50%
Financial Planning hourly fee of $250 per hour, negotiable
Fee-only: Ongoing Financial Planning & Investment Management fees charged either as a percentage of assets under management per tiered schedule or flat annual fee ranging from $1,750 to $36,000
120 Mill St., Suite 2
Bethalto, IL 62010
Illinois
Legacy Wealth Planning LLC
2022 - Present (4 years)
CarsonAllaria Wealth Management, LTD
2020 - 2022 (2 years)
Northwestern Mutual Investment Services LLC
2019 - 2020 (1 year)
TD Ameritrade
2018 - 2019 (1 year)
SCOTTRADE
2016 - 2018 (2 years)
Illinois American Water
2014 - 2016 (2 years)
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Lawyer
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Real estate agent
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Other specialized services
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