Advisor at Legacy Advisors, 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 Advisors, LLC
Location
Plymouth Meeting, PA 19462
Credentials
Series 65
Industry experience
2 years
Robert Wurster is a financial advisor at Legacy Advisors, LLC with two years of industry experience. He holds a Series 65 credential and has worked previously at Savant Wealth Management and Domani Wealth. Outside of his advisory role, he serves as Treasurer of the Lancaster Polo Club. Legacy Advisors, LLC manages approximately $4.18 billion in assets and offers portfolio management, financial planning, retirement plan consulting, and selection-of-other-advisor services to pension and corporate retirement plans, charitable organizations, and individual investors. The firm combines fund, fundamental, and technical analysis with ongoing manager monitoring and provides both discretionary and non-discretionary management.
Based on Legacy Advisors, LLC
Based on Legacy Advisors, LLC
Financial planning fixed fees generally range from $10,000 to $100,000 payable in advance.
$0 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.75% $10,000,001 - $25,000,000: 0.50% $25,000,001 - $50,000,000: 0.35% $50,000,001+: 0.25%
Commissions charged by M Holdings Securities; insurance commissions also possible from sales by representatives who are licensed insurance agents.
$100 to $400 per hour for financial planning or consulting services (negotiable).
Ongoing financial planning/consulting annual retainer fee, billed semi-annually in advance; fee negotiable.
5 Apollo Road, Suite 100
Plymouth Meeting, PA 19462
Pennsylvania
Legacy Advisors
2024 - Present (2 years)
Legacy Advisors, LLC
2024 - Present (2 years)
Savant Wealth Management
2023 - Present (3 years)
Savant Wealth Management
2021 - 2024 (3 years)
Domani Wealth
2021 - 2021 (1 year)
Door Dash
2020 - 2020 (1 year)
Domani Wealth
2019 - 2019 (1 year)
Lebanon Valley College
2017 - 2021 (4 years)
Unemployed
2017 - 2017 (1 year)
Champion's Skating Arena
2016 - 2017 (1 year)
Unemployed
2016 - 2017 (1 year)
Unemployed
2016 - 2016 (1 year)
Student
2014 - 2021 (7 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is not active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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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