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
CFA®, Series 63, Series 65
Industry experience
24 years
Thomas Holt Jr. is a CFA® charterholder with 24 years of industry experience. He is a principal at Legacy Advisors, LLC and has been affiliated with both Legacy Advisors and M HOLDINGS SECURITIES, Inc. for over 20 years. Legacy Advisors, LLC is a registered investment adviser managing approximately $4.18 billion in client assets. The firm serves pension and corporate retirement plans, charitable organizations, and individual investors by providing portfolio management, financial planning, and retirement plan consulting, combining multiple analysis techniques with manager monitoring and offering 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.
401 Plymouth Road, Suite 150
Plymouth Meeting, PA 19462
Pennsylvania
M HOLDINGS SECURITIES, Inc.
2006 - Present (20 years)
Legacy Advisors, LLC
2005 - Present (21 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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