Advisor at Legacy Investment Strategies, LLC
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Firm
Legacy Investment Strategies, LLC
Location
La Palma, CA 90623
Credentials
CFP®, Series 66
Industry experience
8 years
Derek Thomsen is a CFP® with eight years of industry experience, currently serving at Legacy Investment Strategies, LLC. His prior experience includes roles at LPL Financial, Crown Capital Securities, and MGM Financial Group. In addition to his advisory work, he is involved with tax preparation and accounting services through MGM Financial Group. Legacy Investment Strategies serves individual and high-net-worth clients, as well as small businesses, trusts, estates, pooled vehicles, and charities. The firm offers discretionary portfolio management and financial planning, using asset allocation and security selection based on fundamental and technical analysis, with regular account reviews and tax-loss harvesting when appropriate.
Based on Legacy Investment Strategies, LLC
Up to $7,500 maximum annual fee for financial planning services, negotiable based on complexity
2.00% annually
$250 per hour for financial planning services
Account minimum: $25,000
6 Centerpointe Drive, Suite 700
La Palma, CA 90623
California
Legacy Investment Strategies, LLC
2024 - Present (2 years)
LPL Financial
2024 - Present (2 years)
Crown Capital Securities, Lp
2022 - 2024 (2 years)
MGM Financial Group
2017 - Present (9 years)
Crown Capital Securities, Lp
2017 - 2024 (7 years)
Tim McVey
2009 - 2017 (8 years)
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Trust company
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
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Real estate agent
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Other specialized services
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