Advisor at Legacy Wealth Management, LLC
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Firm
Legacy Wealth Management, LLC
Location
Boise, ID 83713
Credentials
Series 65
Industry experience
4 years
Carson Skaggs is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Legacy Wealth Management since 2021, following roles at DL Evans Bank and Idaho State University. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies through a multi-team platform and utilizes a broad range of investment options, including equities, fixed income, alternatives, and third-party money managers.
Based on Legacy Wealth Management, LLC
Based on Legacy Wealth Management, LLC
Financial planning fees up to $50,000 per year, negotiable based on scope and complexity.
0.0% to 2.50% annually (negotiable based on account size, complexity, etc.)
Insurance commissions earned by advisory persons are separate and in addition to advisory fees; annuity commissions up to 1.5% per sale.
Performance-based fees negotiated separately up to 20% of account growth for qualified clients (minimum $1.1 million assets or $2.2 million net worth).
Monthly subscription fees for ongoing financial planning and advisory services.
13965 W. Chinden Blvd., Suite 100
Boise, ID 83713
Idaho
Legacy Wealth Management, LLC
2021 - Present (5 years)
DL Evans Bank
2020 - 2021 (1 year)
Idaho State University
2017 - 2020 (3 years)
Fred Meyer
2017 - 2017 (1 year)
Doc's Pizza
2017 - 2017 (1 year)
Teton Honda
2017 - 2017 (1 year)
Idaho State University
2016 - 2017 (1 year)
Doc's Pizza
2016 - 2016 (1 year)
Cassia County School District
2015 - 2016 (1 year)
Cassia County School District
2011 - 2016 (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.
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.
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.
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.
Verified by Warmer
Series 65
Boise, ID
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