Advisor at LegacyBridge Wealth Management, LLC
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Firm
LegacyBridge Wealth Management, LLC
Location
Savannah, GA 31406
Credentials
Series 65
Industry experience
1 year
Michael Smith is a financial advisor with LegacyBridge Wealth Management, LLC, holding a Series 65 designation and over 20 years of experience in the industry. He is also a co-owner and lawyer of Smith Barid, LLC, and a licensed insurance agent with LegacyBridge Solutions. LegacyBridge Wealth Management primarily advises individual, high-net-worth clients, and pension plans by selecting and monitoring third-party investment managers and providing financial planning and pension consulting. The firm emphasizes model strategy recommendations, due diligence, and ongoing performance reviews with a long-term investment approach.
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 · Virginia
LegacyBridge Wealth Management, LLC
2024 - Present (2 years)
Smith Barid, LLC
2006 - Present (20 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.
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