Gage Legare
Advisor at Brooklyn FI, LLC
Updated today
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.
Location
Glasgow, MT
Credentials
CFP®, Series 65
Industry experience
5 years
About
Gage Legare is a CFP® and Series 65-licensed financial advisor with five years of industry experience. He is currently with Brooklyn FI, LLC and previously worked at Stewart & Associates, PLLC. Brooklyn FI serves individual and high-net-worth clients by providing discretionary portfolio management, comprehensive financial planning, and retirement-account advice. The firm employs a primarily passive investment approach using index mutual funds and ETFs, integrates tax services through an affiliated tax preparation business, and offers educational seminars and speaking engagements.
Client services
Based on Brooklyn FI, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Educational seminars or workshops
Expertise
Based on Brooklyn FI, LLC
Passive / index investing
College savings (529s, UTMA, etc.)
Wealth management
Fee options
$0 - $2,000,000: 1.00% $2,000,001 - $5,000,000: 0.75% $5,000,001 - $10,000,000: 0.50% $10,000,001+: 0.30%
Comprehensive Financial Planning monthly fees ranging from $500 to $2,000 based on complexity and needs, paid annually in advance, negotiable
Minimum fee: Comprehensive Financial Planning minimum annual fee typically ranging from $6,000 to $24,000, negotiable Fee-only: Comprehensive Financial Planning fees ranging from $500 to $2,000 per month paid annually in advance; Educational seminars fees range from free to $25,000 per seminar
Location
Glasgow, MT
Most active in
Gage L has reported serving >5 clients in these states in the last 12 months.
Montana · New York
Work history
Brooklyn FI
2024 - Present (2 years)
Stewart & Associates, PLLC
2019 - 2024 (5 years)
Trade Risk Guarantee
2019 - 2019 (1 year)
Shore to Summit Wealth Management
2018 - 2019 (1 year)
Reds Baseball Organization
2017 - 2017 (1 year)
Western Area Power Administration
2017 - 2017 (1 year)
Mattress Firm
2016 - 2016 (1 year)
Ressler Motors
2016 - 2016 (1 year)
Western Area Power Administration
2016 - 2016 (1 year)
Riverside Country Club
2016 - 2016 (1 year)
Montana State University
2015 - 2019 (4 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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