Advisor at Legacy Capital Wealth Partners, LLC
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 Capital Wealth Partners, LLC
Location
Palatine, IL
Credentials
Series 63, Series 66
Industry experience
17 years
Beau Toth is a financial advisor with Legacy Capital Wealth Partners, LLC and holds Series 63 and Series 66 licenses. He has 17 years of industry experience, with prior roles at firms including Neuberger Berman LLC, AXA Distributors, LLC, and LPL Financial LLC. Outside of his advisory work, he is the manager and owner of Precise Access LLC, a non-investment-related business. Legacy Capital Wealth Partners serves individuals, families, trusts, businesses, and charitable organizations, offering holistic financial planning along with discretionary and non-discretionary portfolio management. The firm employs a tailored, long-term investment approach using fundamental analysis and a range of investment vehicles, managing over $1.3 billion in assets across more than 590 client relationships.
Based on Legacy Capital Wealth Partners, LLC
Financial planning services range from $2,500 to $10,000 (negotiable), consulting services charged on a negotiated flat fee basis.
$0+: 0.50% - 1.50% annually (negotiable based on factors including size, complexity, service intensity) $0+: Up to 1.50% annually for retirement plan advisory services (negotiable)
Certain advisory persons receive commissions from securities and insurance sales, separate from advisory fees.
Account minimum: $500,000 Fee-only: Percentage of assets under management (0.50% - 1.50% annually), Fixed fees for financial planning ($2,500 to $10,000, negotiable), Flat fees for consulting (negotiated)
Palatine, IL
Illinois
Legacy Capital Wealth Partners, LLC
2023 - Present (3 years)
Sextant Securities, LLC
2022 - Present (4 years)
Merchant Investment Management LLC
2022 - Present (4 years)
LPL Financial
2020 - 2022 (2 years)
AXA Distributors, LLC
2018 - 2020 (2 years)
Neuberger Berman LLC
2013 - 2018 (5 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.
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.
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.
CFP®
Little Rock, AR
Sound Capital
Will founded Sound Capital in 2019, after more than 7 years in the wealth management industry. Prior to launching Sound Capital, he spent one year advising military families at the Little Rock Air Force Base and 6 years working as a Financial Consultant at Stephens Inc. He earned a Bachelor of Science in Finance and General Business from the University of Arkansas in Fayetteville and his Master of Business Administration from the University of Arkansas in Little Rock. He holds the designation of Certified Financial Planner (CFP®). Will is an Arkansas native who enjoys spending time with his wife, Liz, and their daughters, Finley and Jemma. You can typically find Will at the zoo, Museum of Discovery, or a park with his family. He enjoys going out to eat, watching movies, and traveling on those rare occasions away from his kids. “I enjoy working with people and trying to make their lives better. I want my clients to know that they are an extension of my family. I am grateful that they have asked me to grow with them, not only financially but personally and professionally. ”
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Series 63, Series 65
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Valuepoint Partners, Inc.
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