John Krol
Advisor at Legacy Advisors, 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.
Firm
Legacy Advisors, LLC
Location
Plymouth Meeting, PA 19462
Credentials
Series 63, Series 65
Industry experience
31 years
About
John Krol is a financial advisor with Legacy Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at M Holdings Securities, Inc. and Legacy Advisors since 2006. Krol serves on the boards of The Legacy Foundation and Merakey, and he is board president of Life Tree Pharmacy. Legacy Advisors, LLC manages approximately $4.18 billion in client assets, providing portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors, employing a blend of fund, fundamental, and technical analysis alongside manager monitoring and sub-advisory arrangements.
Client services
Based on Legacy Advisors, LLC
Financial planning
Portfolio management
Pension consulting
Selection of other advisers
Expertise
Based on Legacy Advisors, LLC
Options & derivatives strategies
Private / alternative investments
Wealth management
Fee options
Financial planning fixed fees generally range from $10,000 to $100,000 payable in advance.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% $50,000,001+: 0.25%
Commissions charged by M Holdings Securities; insurance commissions also possible from sales by representatives who are licensed insurance agents.
$100 to $400 per hour for financial planning or consulting services (negotiable).
Ongoing financial planning/consulting annual retainer fee, billed semi-annually in advance; fee negotiable.
Location
401 Plymouth Road, Suite 150
Plymouth Meeting, PA 19462
Most active in
John K has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Work history
M Holdings Securities, Inc.
2006 - Present (20 years)
Legacy Advisors, LLC
2006 - Present (20 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 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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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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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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