Advisor at Legacy Wealth Management Inc.
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Firm
Legacy Wealth Management Inc.
Location
Manassas, VA 20109
Credentials
Series 66
Industry experience
1 year
Mason Coyle is a financial advisor with Legacy Wealth Management Inc. in Manassas, VA, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Primerica Advisors and Guardian Life Insurance Company. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses by providing discretionary and non-discretionary portfolio management along with financial planning and consulting. The firm offers tailored investment programs based on client goals and risk tolerance and conducts public 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.
2026 - Present (1 year)
Legacy Associates, Inc.
2026 - Present (1 year)
Primerica Advisors
2024 - 2026 (2 years)
Guardian life Insurance Company
2023 - 2026 (3 years)
Unemployed
2023 - 2023 (1 year)
Dry 85
2022 - 2023 (1 year)
Morgan Stanley - 10 Goal Wealth Management
2021 - 2021 (1 year)
The Lost Fox
2021 - 2021 (1 year)
The Golf Club at Landsdowne
2020 - 2020 (1 year)
Breaker's Live
2019 - 2021 (2 years)
The Golf Club at Landsdowne
2019 - 2019 (1 year)
University of South Carolina
2018 - 2022 (4 years)
JK Moving Services
2018 - 2018 (1 year)
Student
2014 - 2018 (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.
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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