Advisor at Legacy Estate Planning Group, Inc.
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Firm
Legacy Estate Planning Group, Inc.
Location
Omaha, NE 68114
Credentials
Series 63, Series 65
Industry experience
15 years
Robert Brown is a financial advisor with Legacy Estate Planning Group, Inc. in Omaha, NE, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Legacy Estate Planning Group since 2010 and also serves as president of Legacy Wealth Strategies, L.L.C., an insurance services business where he provides consultation and sales of insurance and annuities. Additionally, Brown practiced law at Brown Law Offices, P.C., L.L.O. for 28 years. Legacy Estate Planning Group offers personalized financial planning and consulting primarily for high-net-worth individuals, trusts, and estates. The firm provides services including cash-flow and tax planning, retirement and estate planning, and insurance reviews, referring clients to third-party money managers for investment management while charging flat or hourly fees for its advisory services.
Based on Legacy Estate Planning Group, Inc.
Based on Legacy Estate Planning Group, Inc.
Financial Planning and Consulting initial fee between $750 and $3000 plus quarterly fees $400 to $800; Client Directed Accounts flat fee $300 annually
$0+: Up to 1.5% annually on fee-based annuities and variable life products managed by LEPG $0+: Gradient Investments LLC Strategic Portfolio: 2.00% annually (1.00% GI + 1.00% LEPG) $0+: Gradient Investments LLC Tactical Portfolio: 1.80% annually (0.80% GI + 1.00% LEPG) $0+: Gradient Investments LLC Allocation & Defined Outcome Portfolios: 1.70% annually (0.70% GI + 1.00% LEPG) $0+: Gradient Investments LLC Preservation Portfolios: 1.00% annually (0.40% GI + 0.60% LEPG) $0+: Gradient Investments LLC Private Wealth Portfolios: 1.50% annually (0.50% GI + 1.00% LEPG) $0+: Gradient Investments LLC Client Directed Accounts: $300 flat fee annually (GI and LEPG each $300, LEPG $0) $0+: SEI Investments MAP Program: LEPG fee 1.20% annually plus tiered SIMC fees per asset level ranging from 0.30% to negotiable above $5 million
Hourly consulting fee of $225/hour
Ongoing quarterly fees between $400 and $800 for financial planning and consulting services
Minimum fee: Initial flat fee between $750 and $3000 plus ongoing quarterly fee between $400 and $800 for financial planning and consulting Fee-only: Financial planning and consulting offered on negotiable flat fee basis; hourly fee $225/hour for one-time consulting services
900 South 74 Th Plaza, Suite 101
Omaha, NE 68114
Nebraska
Legacy Estate Planning Group, Inc.
2010 - Present (16 years)
Legacy Wealth Strategies, L.L.C.
2005 - Present (21 years)
Brown Law Offices, P.C., L.L.O.
1996 - 2024 (28 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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