Advisor at Legacy Wealth Management, LLC
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Firm
Legacy Wealth Management, LLC
Location
Dieterich, IL
Credentials
Series 63, Series 65, Series 66
Industry experience
11 years
Laura Dill is a financial advisor at Legacy Wealth Management, LLC with 11 years of industry experience. She holds Series 63, Series 65, and Series 66 licenses. Prior to joining Legacy Wealth Management in 2023, she worked at Wanderwell Consulting, LPL Financial, Cetera Advisor Networks, Goeckner Accounting & Financial Services, and Senior Health Specialties. Legacy Wealth Management is a multi-advisor firm that serves individuals, charitable organizations, and business entities, managing discretionary portfolio management and financial planning through a platform of 35 advisors. The firm offers tailored investment strategies, continuous account monitoring, and access to a broad range of investment options, including the use of third-party money managers and model portfolios.
Based on Legacy Wealth Management, LLC
Based on Legacy Wealth Management, LLC
Financial planning fees up to $50,000 per year, negotiable based on scope and complexity.
0.0% to 2.50% annually (negotiable based on account size, complexity, etc.)
Insurance commissions earned by advisory persons are separate and in addition to advisory fees; annuity commissions up to 1.5% per sale.
Performance-based fees negotiated separately up to 20% of account growth for qualified clients (minimum $1.1 million assets or $2.2 million net worth).
Monthly subscription fees for ongoing financial planning and advisory services.
Dieterich, IL
Illinois
Legacy Wealth Management
2023 - Present (3 years)
Wanderwell Consulting
2020 - 2023 (3 years)
LPL Financial, llc
2018 - 2020 (2 years)
Cetera Advisor Networks
2018 - 2018 (1 year)
Goeckner Accounting & Financial Services
2017 - 2019 (2 years)
Senior Health Specialties
2012 - 2017 (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.
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.
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.
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.
ChFC®, Series 63, Series 65
Teutopolis, IL
Brucke Financial, Inc.
CFP®, Series 66
Teutopolis, IL
Brucke Financial, Inc.
CFP®, Series 66
Effingham, IL
Smith, Moore & Co.
Series 63, Series 66
Effingham, IL
Smith, Moore & Co.
Series 66
Effingham, IL
Smith, Moore & Co.
Series 66
Effingham, IL
Smith, Moore & Co.
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