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
Manassas, VA 20109
Credentials
Series 63, Series 65
Industry experience
4 years
Eian Lomash is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding Series 63 and Series 65 licenses and four years of industry experience. His prior work includes roles at Bank of America, Merrill Lynch, Abich Financial Wealth Management, and Mass Mutual. He also operates Legacy Associates Inc., an investment-related insurance agency. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses by offering discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm uses a variety of investment strategies tailored to client goals and risk tolerance and provides educational seminars at no charge.
Based on Legacy Wealth Management Inc.
Based on Legacy Wealth Management Inc.
Financial planning fees charged as flat fees from $2,500 to $7,500 per engagement for clients with assets managed by the firm.
$0 - $499,999: 1.25% annually $500,000 - $999,999: 1.00% annually $1,000,000 - $2,999,999: 0.90% annually $3,000,000 - $4,999,999: 0.80% annually $5,000,000 - $9,999,999: 0.70% annually $10,000,000+: 0.60% annually
Principal receives commissions as an insurance agent; approximately 25% of his time is spent in this activity.
Minimum fee: Financial planning fees range from $2,500 to $7,500 per engagement for clients whose assets are managed by the firm, or based on 0.5% of the client’s liquid net worth if the firm does not manage their assets. Fee-only: The firm is fee-only with no commissions for advisory services; however, the principal has an affiliated insurance business that earns commissions.
10432 Balls Ford Road #120
Manassas, VA 20109
Virginia
Legacy Wealth Management Inc.
2024 - Present (2 years)
Bank Of America, N.a.
2024 - 2024 (1 year)
Merrill
2024 - 2024 (1 year)
Abich Financial Wealth Management, LLC
2022 - 2024 (2 years)
The Prudential Insurance Company of America
2021 - 2022 (1 year)
Pruco Securities LLC
2021 - 2022 (1 year)
Mass Mutual
2021 - 2024 (3 years)
Michael Sellitto
2021 - 2022 (1 year)
Full-Time Student (Towson University)
2019 - 2020 (1 year)
Legacy Associates Inc.
2018 - Present (8 years)
Aflac
2018 - 2019 (1 year)
Garry's Grill
2015 - 2022 (7 years)
E.L. Landscaping
2014 - 2019 (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.
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