Advisor at LegacyBridge Wealth Management, LLC
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Firm
LegacyBridge Wealth Management, LLC
Location
Savannah, GA 31406
Credentials
Series 63, Series 66
Industry experience
3 years
Ian Lewis is a financial advisor at LegacyBridge Wealth Management, LLC in Savannah, GA, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at Smith Barid, Sypress Financial, and Capstone Benefits Consulting. Lewis also serves as an insurance agent with LegacyBridge Planning Solutions, LLC, providing fixed annuities and insurance solutions. LegacyBridge Wealth Management advises individual and high-net-worth clients as well as pension plans, focusing on selecting and monitoring third-party investment managers. The firm employs a long-term investment approach based on fundamental analysis and modern portfolio theory, offering financial planning and pension consulting services.
Based on LegacyBridge Wealth Management, LLC
Based on LegacyBridge Wealth Management, LLC
Financial Planning Fees: Base Tier $3,000 annually, Mid Tier $5,000 annually, Premium Tier $10,000 annually
$0 - $5,000,000: 0.80% $0 - $5,000,000: 0.35% (Third Party's Fee) $5,000,001+: 0.65% $5,000,001+: 0.35% (Third Party's Fee)
$450 per hour, billed in 15-minute increments, minimum engagement of six hours
7393 Hodgson Memorial Dr, Suite 202
Savannah, GA 31406
Georgia
LegacyBridge Wealth Management, LLC
2024 - Present (2 years)
LegacyBridge Planning Solutions, LLC
2024 - Present (2 years)
Smith Barid, LLC
2024 - 2024 (1 year)
Sypress Financial
2023 - 2024 (1 year)
PRINCIPAL LIFE INSURANCE CO
2023 - 2024 (1 year)
Principal Securities
2023 - 2024 (1 year)
Capstone Benefits Consulting
2022 - 2024 (2 years)
Southern Oak Partners
2021 - 2024 (3 years)
Equitable Advisors
2020 - 2021 (1 year)
University of Alabama
2016 - 2020 (4 years)
University of Alabama, HS
2014 - 2020 (6 years)
Mount Vernon School
2012 - 2016 (4 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.
Lawyer
They provide legal services, typically billed separately.
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.
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.
Series 63, Series 65
Savannah, GA
Upland Capital Management, LLC
Series 63, Series 65
Savannah, GA
Tidewater Wealth Advisors
Series 65
Savannah, GA
Constant CashFlow, LLC
CFA®, Series 63
Savannah, GA
VDB Wealth
Series 63, Series 65
Tybee Island, GA
Walker & Associates
CFP®, ChFC®, Series 63
Savannah, GA
KCG Investment Advisory Services LLC
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