Advisor at Legacy Wealth Management, LLC
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 Wealth Management, LLC
Location
Burley, ID 83318
Credentials
Series 65
Industry experience
4 years
Robert Oakes is a financial advisor at Legacy Wealth Management, LLC with four years of industry experience. He holds a Series 65 designation and has been affiliated with Phillips, Oakes, Goodwin, Crane, PLLC since 1992. Outside of his advisory role, he is a part-owner of several commercial real estate businesses. Legacy Wealth Management is a multi-advisor firm serving individuals, charitable organizations, and business entities with discretionary portfolio management and financial planning. The firm offers tailored investment strategies, access to a broad range of asset classes, and utilizes affiliated service entities to support client needs.
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.
1710 Overland Ave
Burley, ID 83318
Idaho
Legacy Wealth Management, LLC
2022 - Present (4 years)
Phillips, Oakes, Goodwin, Crane, PLLC
1992 - Present (34 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.
Series 63, Series 65
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Burley, ID
Cetera
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Principal Financial Services
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