Advisor at Legacy Wealth Management Inc.
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 Inc.
Location
Manassas, VA 20109
Credentials
Series 63, Series 66
Industry experience
23 years
Ronald Bolte is a financial advisor at Legacy Wealth Management Inc. with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at firms including Carradice Wealth Advisors, Ameriprise Financial Services, LLC, and Financial Engines Advisors L.L.C. Legacy Wealth Management serves individual investors, including high-net-worth clients, and small businesses with discretionary and non-discretionary portfolio management, financial planning, and consulting. The firm offers educational seminars and uses a variety of investment strategies tailored to client goals and risk tolerance.
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.
2023 - Present (3 years)
Ameriprise Financial Services, LLC
2022 - 2023 (1 year)
Carradice Wealth Advisors
2022 - 2023 (1 year)
Hightower Securities, LLC
2022 - 2022 (1 year)
Hightower Advisors, LLC
2022 - 2022 (1 year)
Financial Engines Advisors L.L.C.
2018 - 2022 (4 years)
EF Legacy Securities, LLC
2016 - 2018 (2 years)
Edelman Financial Services, LLC
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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