Legacy Wealth Group
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$0
Total clients
0
Total advisors
1
of 2 employees
Firm size
Investment Manager
May not manage individual clients
Average clients per advisor
0
Average account size
—
About
Legacy Wealth Group provides portfolio management, financial planning, and pension consulting to pension and other employee benefit plans, as well as to corporations, charitable organizations, and individuals. The firm prepares Investment Policy Statements, recommends and monitors money managers and plan investment options, and delivers written pension consulting plans for 401(k)-type arrangements.
The firm’s investment approach combines modern portfolio theory with technical and charting analysis and employs both long- and short-term trading, including options strategies. Legacy Wealth Group generally manages accounts on a discretionary basis and tailors allocations and recommendations to client objectives, demographics, and documented risk tolerances.
Noteworthy aspects of the firm include formal affiliations with an accounting practice and with insurance and broker-dealer activities, and the brochure discloses that certain supervised persons may receive compensation for insurance sales, which the firm says it will disclose and manage as a conflict of interest. The firm also offers hourly billing for financial planning work, provides dedicated pension consulting services for retirement plans, and operates with a very small advisory staff and no reported discretionary assets under management.
Client services
Financial planning
Portfolio management
Pension consulting
Expertise
Options & derivatives strategies
Annuities
Real estate investing
Fee options
Between $1,000 and $5,000 for financial planning
$0 - $250,000: 1.50% $250,001 - $500,000: 1.40% $500,001 - $750,000: 1.35% $750,001 - $1,000,000: 1.20% $1,000,001 - $5,000,000: 1.00% $5,000,001 - $10,000,000: 0.80% $10,000,001+: 0.60%
Between $75 and $200 per hour
Fee-only: Fixed fees between $1,000 and $5,000; Hourly fees between $75 and $200
Main office location
Legacy Wealth Group
7881 W Charleston Blvd, Ste 155
Las Vegas NV 89117, United States
Number of offices
1
Most active in
Legacy Wealth Group has reported serving >5 clients in these states in the last 12 months.
Nevada · Texas
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
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.
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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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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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