Legacy Wealth Advisors, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$132,310,152
Total clients
248
18% high-net worth
Total advisors
2
of 2 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
124
Average account size
$533,509
About
Legacy Wealth Advisors serves individual and high‑net‑worth clients with discretionary asset management, financial planning, and management of variable annuity and variable life products. It also arranges third‑party manager relationships and provides comprehensive retirement and income planning services.
The firm builds portfolios tailored to documented client goals, time horizons, and risk tolerances, using a mix of fundamental, technical, charting, and cyclical analysis and conducting periodic (generally quarterly) account reviews. For clients with $500,000 or more invested, the firm includes additional services such as limited estate‑document work and personal tax planning and monitors any third‑party managers it refers on an ongoing basis.
Distinctive features include material outside business activities by the firm’s principals — one principal devotes substantial time to real estate brokerage and legal practice and the firm provides limited estate‑planning document work, while another principal operates an affiliated insurance agency — and the firm receives referral fees from certain third‑party managers. These affiliations and fee arrangements are disclosed in the brochure and are managed through the firm’s supervisory procedures and conflict‑of‑interest disclosures.
Client services
Expertise
Occupation focus
Fee options
1% annually
$250.00 per hour
Account minimum: $500,000
Main office location
Legacy Wealth Advisors, LLC
41700 Hayes Road Suite A
Clinton Township MI 48038, United States
Number of offices
1
Most active in
Michigan
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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